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Articles & Resources
Item 1 of 8 Articles & Resources
Item 1 of 8 Articles & Resources
Questions about Roth 401(k) contributions?
Article
Learn more about Roth 401(k) contributions so you can make informed retirement decisions.
Item 2 of 8 Articles & Resources
Is borrowing from your 401(k) plan a good Idea?
Article
Learn about your loan and withdrawal options before accessing your retirement funds.
Item 3 of 8 Articles & Resources
How much do you really need to save for retirement?
Article
Use these insights to help determine whether your retirement plan is on the right track.
Item 4 of 8 Articles & Resources
Retirement homework: Deciding where you want to live
Article
It’s more than a lifestyle choice — the decision should be a key part of your retirement planning. Here’s what to consider.
Item 5 of 8 Articles & Resources
Do you have a retirement spending plan?
Article
Saving and investing is only the first step in retirement planning. Creating a strategy to draw down that money is the next challenge.
Item 6 of 8 Articles & Resources
Roth or traditional 401(k): Which is right for you?
Article
Understanding how these contribution types are taxed can help you decide between them.
Item 7 of 8 Articles & Resources
Making the most of your HSA
Article
No matter where you are in life—or where you’re headed—here’s what you can do to make the most of your HSA.
Item 8 of 8 Articles & Resources
Important Update: New Rules for Catch-Up Contributions
Article
Starting in 2026, a new Secure 2.0 rule could affect how you match catch-up contributions to your employer’s plan
Seminars & Videos
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Seminars & Videos
Item 1 of 3 Seminars & Videos
Item 1 of 3 Seminars & Videos
Healthcare costs in retirement
Video
Item 2 of 3 Seminars & Videos
Finance fundamentals
Video
Item 3 of 3 Seminars & Videos
Financial matters for women
Video
Tools & Guides
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Tools & Guides
Item 1 of 6 Tools & Guides
Item 1 of 6 Tools & Guides
Set up 401(k) User ID and Password
Tool
Step-by-step demo
Item 2 of 6 Tools & Guides
How to make a 401(k) Emergency Withdrawal
Tool
Step-by-step demo
Item 3 of 6 Tools & Guides
Social Security calculator
Tool
See how different claiming options might impact your retirement income across your lifetime!
Item 4 of 6 Tools & Guides
Retirement planning calculator
Tool
Social Security and pension benefits may only provide a portion of your retirement income.
Item 5 of 6 Tools & Guides
College planning Calculator
Tool
Estimate your student's costs and get a personalized report that outlines how much to invest each month to pursue your goal.
Item 6 of 6 Tools & Guides
Risk assessment and investment guide
Tool
Use this tool to see your risk profile and a corresponding asset allocation mix, follow these three easy steps.
These articles, videos and tools are brought to you by Bank of America, Better Money Habits®, and Merrill.