Resources

Mistakes are part of life. The closer you are to retirement the less time you have to recover from them. Don’t take any chances. Here are the ten money moves you need to avoid as you get near retirement.10 Scary Money MovesMistakes are part of life. The closer you are to retirement the less time you have to recover from them. Don’t take any chances. Here are the ten money moves you need to avoid as you get near retirement.

Certainly, simple rules of thumb can be great to use when you’re age 40 and planning for retirement 20 to 30 years away. But as you get closer to retirement, these rules can work against you.

The financial industry often focuses on investment returns, as it is difficult to measure the impact of financial planning recommendations. In this technical paper, we demonstrate how we use specific metrics to measure the value of recommended planning decisions.

Many key decisions happen between the ages of 50 and 72, what we call the opportunity zone. This graphic illustrates the relevant rules and planning retirement opportunities that occur at each age.

In this graphic we outline maximum contribution limits for various tax advantaged accounts such as IRAs, 401(k)S and HSAs, as well as income limitations and potential tax credits that apply.

A complex formula based on your highest 35 years of earnings determines the amount of Social Security you’ll receive. In this chart, we provide an overview of how it works and how age impacts what you’ll receive.

Medicare is not one holistic health plan that covers all your needs. It has parts, some of which are not free. You can also purchase supplemental plans that fill in coverage gaps. This outline provides a big picture view of how it works.