Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.
By Craig Lemoine, Ph.D., CFP®, Director of Consumer Investment Research “How much do I need for retirement?” It’s a question I often hear, and one that seems straightforward enough to tackle. Unfortunately, the answer isn’t quite so simple.
Retirement plans like 401(k)s and traditional or Roth IRAs can be an easy and effective way to save for retirement. Many investors favor these accounts for their significant tax advantages, which can include tax-deductible contributions. Contributions to a traditional 401(k), IRA, and othe …
Many investors contribute to an account like an IRA or a 401(k) to take advantage of tax benefits as they save for their retirement. However, you cannot keep your funds in them indefinitely. Once you reach a certain age, many types of retirement accounts require you to take a minimum withd …
Watch this webinar hosted by Carson’s Matt Lewis, Vice President, Insurance, as he dives into the Medicare.
Wondering how you’ll be able to afford health care in retirement? Get advice on retirement health care savings and insurance options.
Medicare can be a confusing topic for many. You can’t simply sign up anytime you want – and your enrollment timeframe can depend on a variety of factors. To help you figure out when your eligibility begins, we have put together the following flowchart. Download the checklist today to …
