Topic: Retirement Planning
The pages and articles you find here pertain to planning a successful retirement.
Should You Rollover Your 401(k) At Retirement?
July 26, 2024School of Saving and Investing
At retirement, you’ll need to decide whether to keep your savings in your 401(k) or roll them into an Individual Retirement Account.
How Medicare Impacts HSA Contributions
July 18, 2024School of Social Security & Medicare
Health Savings Accounts can be vital during retirement, but there are important contribution limitations for those covered by Medicare.
Are You Retirement Ready? A Case Study
July 11, 2024School of Saving and Investing
A client believed she wasn’t financially ready to retire but a second opinion from Meld helped her enter retirement confidently.
Are You Entitled to Social Security Survivor Benefits? A Case Study
June 13, 2024School of Social Security & Medicare
A client was told he didn’t qualify for Social Security Survivor Benefits. A second opinion from Meld helped him get what he was owed.
Health Insurance for Early Retirees
May 30, 2024School of Social Security & Medicare
Health insurance is one common barrier to early retirement. Fortunately, you have options to bridge the gap until Medicare begins.
Financial Checklist for Surviving Spouses
May 23, 2024School of Financial Wellness
This simple checklist will help you keep track of the most important financial tasks you need to accomplish after losing a spouse.
How Employers Can Use the PBGC’s Missing Participant Program
May 2, 2024School of Employer Plans
The PBGC’s Missing Participant Program allows employers to ensure previous employees receive their retirement benefits.
The 10 Worst States for Retirement
March 28, 2024School of Financial Wellness
The location you choose for your retirement can have a significant impact on your costs, safety, activities, and overall happiness.
The 10 Best States for Retirement in 2024
March 21, 2024School of Financial Wellness
Where you retire can make a major impact on your retirement plan. Some states are better for retirees than others, so here’s our top 10.