Retirement readiness
Browse by
-
_Commonly_401(k)_Questions_VP_1200x628.jpg)
65 commonly asked 401(k) plan questions—and where to find answers
From enrolling, to investing, to taking withdrawals, people have questions about their 401(k) plans and how to use them. Here are some of the common questions—and links to recent Viewpoints that can help answer them.
Read more -
What to do with your retirement plan savings when you leave your employer
You have several options for your 401(k) plan when you change jobs or retire, but it's important to be aware of the opportunities and drawbacks of each option.
Read more -
How combining accounts can help with your retirement savings
There’s no limit on the number of retirement accounts you can own. But having multiple accounts can be a lot to manage, so you may want to consider combining them into a single account.
Read more -
What’s an employer match?
Learn about your retirement plan match and how it can help you save.
Read more -
Everyone needs estate planning—and this checklist makes it easy
These manageable tasks can help you cut estate planning down to size.
Read more -
Applying for a mortgage? Learn the basics first
You’ve been saving your pennies for a new home, and you finally have enough for a down payment. Make sure you understand the language and terms in the world of mortgages to help you get the house—and the mortgage—that’s right for you.
Read more -
The fine art of choosing an auto loan
Read about the six factors that determine how much a car or truck loan will cost you.
Read more -
Holiday planning during the pandemic
How to be social, stay safe—and help keep your finances in line
Read more -
What the annual 2021 IRS limits mean for your retirement plan
See how much the IRS says you can contribute to retirement plans in 2021.
Read more
-
Three ways to invest your 401(k) savings
401(k) plans typically offer multiple ways for you to manage the money that you or your company put into your account: You can do it yourself, you can use an asset allocation fund, or you can have a professional do it for you.
Read more