Planning your retirement? Discover 4 key factors to consider when choosing your retirement date—from healthcare and income needs to lifestyle goals and Social Security timing.

For many of us, paying income tax isn't a concern. We work, we earn a salary, an appropriate amount is taken out of our paychecks by our employers, and that's that. We don't think much about it until it's time to file income tax returns every April.

As part of your employee benefits package, you have access to all sorts of things like health care coverage, a 401(k) plan and potentially even stock options. However, what could end up being the most beneficial may also be the most overlooked: a health savings account (HSA).

For many Americans, Social Security is a crucial component of retirement. The problem, however, is that there is a lot that people don't know about Social Security and a lot of inaccurate information about it.

We’re still early enough in the year that financial resolutions may still be fresh in your mind. One common resolution for those ramping up toward retirement is to max out their 401(k). If you have the financial flexibility, you may be able to front-load your 401(k) contributions. That is, rather than spacing out your annual contributions throughout the year, you can instead max out your 401(k) contributions within the first few months of the year.

The repeal of WEP and GPO under the Social Security Fairness Act brings major changes for public-sector retirees. Explore five key financial planning issues to revisit to make the most of your benefits.

Unlock five key facts about Social Security that could impact your retirement strategy—learn when to claim, how benefits are calculated, and tips to help you make informed decisions for your financial future.

Nearing retirement? Learn the 5 essential questions to ask—from income planning and taxes to lifestyle choices—to ensure a smooth, confident transition into your next chapter.

We commonly receive the question, “When can I withdraw money from my 401(k)?” While the answer is technically “whenever you want to,” there are penalties you’ll need to look out for if you want to withdraw from your 401(k) before retirement.