Four Moves to a Better Retirement

The third installment in our financial toolkit series highlights how to execute one-time tasks such as roll overs.

May 2008

Saving for retirement is an ongoing responsibility. Here, we cover retirement tasks you don't do everyday -- and may need a little nudge to tackle.

Retirement Toolkit

Transfer an IRA

Switching custodians is easy, but make sure the transfer does not inadvertently liquidate your old account. Here's how to ensure a smooth transaction.

Set Up a Roth IRA

This after-tax investment earns tax-free money for your future. Our short guide covers eligibility, investment selection and requirements in three steps.

Roll Over Your 401(k)

When you leave a job or retire, you can roll over your 401(k) account to an IRA or to the 401(k) at your new job.

Buy a Supplemental Medigap Policy

Don't be intimidated by policy jargon. Here are four steps to choosing supplemental health coverage.

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