5 min read
Yes, you can combine your 401(k) accounts. Here’s how to do it.
Learn how to combine accounts to make it easier to manage your retirement savings—and cut down the multiple investment decisions, statements, fees, and communications.
Build your knowledge articles
5 min read
I’m saving for retirement … but what about my other goals?
Sometimes we get so focused on our retirement nest egg that we can lose sight of all the other goals we also may need or want to start saving for.
4 min read
How to make financial trade-offs with confidence
We all have competing financial priorities. One thing that matters? How we make our own financial trade-offs to help ensure a future that’s as stress free as possible.
5 min read
A tool to help you understand investing and reach your retirement goals: asset allocation
Your time and risk tolerance play a part in your retirement planning, and asset allocation can help by adjusting your investment risk to accommodate both.
6 min read
What is a Roth IRA and how do I use it to save for retirement?
A Roth IRA offers a unique way to save for retirement: Withdrawals from both contributions and growth are tax-free, and there are no minimum requirements for withdrawal.
7 min read
What’s the best age for me to take Social Security?
How do you decide the right time for you to begin taking Social Security? It’s complicated, but these insights can help you understand what’s best for you.
4 min read
Target date funds: A set-and-forget retirement investing strategy
Target date funds may be a good match for you, helping balance growth opportunities with risk tolerance as you age and your goals change.
5 min read
As you switch from saving for retirement to learning how to spend in retirement, some withdrawal strategies can help you figure out what works for you.
4 min read
Understanding RMDs: What you need to know about withdrawing from your retirement savings
There’s a lot that goes into planning for your required minimum distributions in retirement, including when you must take them, how much you must take, and more.
6 min read
Thinking about a 401(k) withdrawal or loan? What you should know before you take money out.
Taking money out of retirement savings with a 401(k) withdrawal or 401(k) loan may provide a financial lifeline in times of stress, but it does come with impacts that must be carefully considered.