Saving and investing are key to a happy retirement. But retirement planning isn’t just about having enough money. It’s also about having the right tools and resources to make a smooth transition into life after work.
Guaranteed income from an annuity sounds good – but it comes at a cost.
If you’ve tapped your Social Security benefits a little too early, there are ways you can fix it – and get money back.
A withdrawal penalty is a charge assessed if money is taken out of an investment account prior to maturity.
Standard & Poor’s is an American financial services company that provides research on stocks, bonds, and commodities.
Serial bonds are bonds issued at the same time but with different maturity dates.
A Roth IRA is a type of investment account used for retirement planning with tax-free withdrawals.
Rollover is the reinvestment of funds from a maturing security into a new one, or the transfer of assets from a qualified retirement account to another.
A prospectus is a complex legal document that must accompany the sale or solicitation of the initial offering of a security that is registered with the SEC.
Premium is the money paid to an insurance company to purchase insurance coverage.
A pre-tax contribution refers to a contribution to an investment account using money that has not already been taxed.
