When you are near retiring, you need to get your finances in order. This means setting a budget, applying for federal programs, and understanding retirement funds. Here is a handy retirement checklist so you don't miss anything and know when you can retire.
Topics: when to retire, retirement checklist
A 401(k) plan is designed to provide people with a form of retirement income. Ideally, you routinely add money to your account and leave it untouched until retirement arrives. Unfortunately, life doesn't always work as planned. Sometimes events happen that require you to take an early withdrawal.
Topics: 401k withdrawal penalties
There’s excitement in the air when a participant closes their office door for the last time and embarks on retirement. A smile, maybe a wave goodbye, and then it’s time for new adventures.
