Retirement

Part of the Personal lane.

Topics in Retirement

Employer Plans

  • How to Enroll in Your 401(k) the Right Way
  • How to Choose Between Traditional and Roth 401(k)
  • How to Claim Every Dollar of Employer Match
  • How to Handle Your 401(k) When You Change Jobs
  • How to Manage a 401(k) When Your Company Gets Acquired

IRAs

  • How to Open a Roth IRA in 20 Minutes
  • How to Do a Backdoor Roth IRA Without Triggering the Pro-Rata Rule
  • How to Choose Between Traditional and Roth IRA
  • How to Roll Over a 401(k) Into an IRA
  • How to Handle Inherited IRAs Under the 10-Year Rule

Retirement Math

  • How to Calculate Your Real Retirement Number
  • How to Use the 4% Rule and When Not To
  • How to Plan for Retirement When You Start at 40
  • How to Plan for Retirement When You're Self-Employed
  • How to Bridge the Gap Between Retirement and Age 65

Social Security & Medicare

  • How to Decide When to Claim Social Security
  • How to Optimize Spousal Social Security Benefits
  • How to Choose a Medicare Plan at 65
  • How to Estimate Your Social Security Benefit
  • How to Handle Social Security While Still Working