Tag: retirement accounts
What to Know About Wills and Estate Preparation
January 29, 2024. Joanna Cutrara
Wills and estates are an essential part of retirement planning. Get started on this important step with these basics.
Important Financial Dates For 2024
January 24, 2024. Andrew Sheldon
You likely already know that Tax Day is April 15, but here are a few other important financial dates to know in 2024.
Is It Better to Take RMDs Monthly or Annually?
November 08, 2023. SmartAsset
The best way to take required minimum distributions from retirement accounts depends on your financial situation.
The Best Way to Withdraw From Your Retirement Accounts
May 17, 2023. SmartAsset
The right strategy can help you get the most from your savings.
Traditional vs. Roth: Which IRA Retirement Plan is Right for You?
January 20, 2021. Joanna Cutrara
What’s the difference between a traditional and Roth IRA? Find the IRA retirement plan that will help you save big.
Handling a Market Downturn When Near or at Retirement
November 10, 2020. Andrew Sheldon
When retirement is in view, changes in the market play a bigger role. Here’s how to navigate financial ups and downs during your later years.
10 Money Moves to Make Before the Year Ends
December 10, 2019. Andrew Sheldon
The end of the year is the perfect time to check on your finances.
How to Calculate Your Net Worth
May 19, 2019. Robert Yaniz Jr
A quick explainer of how to calculate your net worth and why it’s important to know.
Lending Terms 101: A Lesson in Lending, Loans and Other Financial Topics
January 08, 2019. AAA Staff
A refresher course on lending terms and phrases. Consider sharing with the college students and recent grads in your life – even the ones who think they know it all.
CD 101: Why Is a Certificate of Deposit Considered a Safe Investment?
November 13, 2018. Shantal Riley
Certificates of deposit are a sure bet for nervous investors who want security and a fixed rate of return on their investment.