Retirement Articles

Learn more about retirement topics.

Mutual Funds 101: One-decision investing, two options
Last Modified: 2/13/2017
Learn more about Model Portfolios and Target Retirement Funds (continued from Investment Spotlight: Mutual Funds 101). . . . (Full story)

Mutual Funds 101: What's next?
Last Modified: 2/16/2017
Apply what you’ve learned from "Investment Spotlight: Mutual Funds 101" to start investing in your future or evaluate your current investments. . . . (Full story)

Investment spotlight: Mutual Funds 101
Last Modified: 2/16/2017
Knowing how to secure your financial well-being is one of the most important things you’ll ever need to do in life. You don’t have to be a genius to do it. You just need to know a few basics, form a plan, and commit to it. . . . (Full story)

Retirement program myth busters!
Last Modified: 2/7/2017
We bust some of the common myths members hear about Member Benefits’ retirement and savings program. . . . (Full story)

Use your IRA to help charity
Last Modified: 1/23/2017
Did you know you can choose to give up to $100,000 to a qualified charity from your IRA without counting it as taxable income when you are over 70 ½ years old? This type of gift is called a qualified charitable distribution. . . . (Full story)

Investment spotlight: Prudential Guaranteed Investment
Last Modified: 12/5/2016
Understanding basic principles about how to analyze an investment can help you make wise choices and feel confident about it. In our January 2017 issue of your$, we’ll help you learn more about investment principles. As a prequel to our upcoming issue, we first shine a spotlight on the Prudential Guaranteed Investment. . . . (Full story)

You'll thank yourself later
Last Modified: 1/26/2017
Did you know? 54% of American workers say they have less than $25,000 saved for retirement. The biggest regret people have when they retire is that they didn't save enough. Do something today that your future self will thank you for. . . . (Full story)

Make sure to avoid tax problems on 403(b) contribution limits
Last Modified: 11/17/2016
The end of 2016 is closing in...be sure to watch your 403(b) contribution limits... . . . (Full story)

Are you leaving money on the table?
Last Modified: 11/14/2016
If your employer (or your spouse’s employer) offers a match in your 403(b) or 401(k) plan, take it. It’s free money. Learn why you shouldn't miss out on this benefit. . . . (Full story)

Plan like a vampire
Last Modified: 10/31/2016
Take a lesson from these eternal creatures and plan for the long term. You aren’t just saving for the day you retire, your savings need to last for many years beyond. We can help you get started or review your current financial plan. . . . (Full story)

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