Planning & Retirement
Prepare for financial milestones and events
Financial planning
Estate Planning
International Estate Planning
International estate planning doesn't have a one-size-fits-all strategy—learn about challenges non-U.S. citizens can face and what to consider when creating an estate plan.
Retirement Income
Beyond the 4% Rule
How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but you can do better. Here are guidelines for finding your personalized spending rate.
Education
529 Eligible Expenses
529 eligible expenses include K-12 tuition, certain test fees, college housing, and more. Learn what else a 529 account can (and can't) be used for.
College and education
Empowering the Next Generation
Liz Ann interviews Jim Clark, CEO of Boys & Girls Clubs of America, about how understanding money basics is essential for building confidence, workforce readiness, and long-term economic mobility for young people.
Education
529 Eligible Expenses
529 eligible expenses include K-12 tuition, certain test fees, college housing, and more. Learn what else a 529 account can (and can't) be used for.
Education
401(k) Student Loan Match
Learn how the 401(k) student loan match works and how the new, optional program for employers can allow employees to save for retirement while also paying down student debt.
Estate planning
Estate Planning
International Estate Planning
International estate planning doesn't have a one-size-fits-all strategy—learn about challenges non-U.S. citizens can face and what to consider when creating an estate plan.
Saving for retirement
Education
401(k) Student Loan Match
Learn how the 401(k) student loan match works and how the new, optional program for employers can allow employees to save for retirement while also paying down student debt.
In retirement
IRA
Roth IRA Withdrawals
Investors tend to focus more on saving for retirement and less on what will happen when they take money out. We answer six common questions on making a Roth IRA withdrawal.
Health Care
Medicare for Globetrotters
Medicare can fall short when traveling. Here's how to fill the gaps.
Retirement
Retirement Rules of Thumb
Rules of thumb are useful if they get you thinking about your retirement savings, but they're no substitute for a personalized plan.
Tax planning
Tax Planning
Understanding Tax Cost Ratio
Tax cost ratio is a key metric for tax-efficient investing. Here's what it is and how it works.
Tax Planning
Tax Deductions & Tips
Learn the two main tax deduction types, how tax deductions work, and how they may or may not apply to you and your taxes.