Leaving a Job or Working Part-Time

View this factsheet as a pdf. It is important to understand and plan for the financial and retirement costs of changes to your employment. If you are thinking about leaving your job or reducing your hours to part-time, find out …

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Saver’s Tax Credit

Millions of working Americans are missing out on a valuable tax credit – The IRS’ Retirement Savings Contribution Credit or Saver’s Credit.  The 18th Annual Transamerica Retirement Survey found that an alarming 72 percent of women are unaware of the …

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Pay Equity Checklist: What to Do to Avoid the Pay Gap

Most people are familiar with the well-known “gender wage gap,” men out-earning women an average 18 cents on the dollar. Less well known is how pay inequity eventually translates into a “retirement wage gap” that increases the poverty rate for …

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Financial To-Do’s for the Decades

In Your 20s Check out benefits that come with jobs. Consider the benefits—401(k), 403(b), pension, health, and other insurance—and not just salary. You may be surprised at how valuable benefits are when you add them up. Get into the habit …

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