Retirement
Find out how you can save for retirement
Retirement
The 2027 Social Security cost-of-living adjustment (COLA) could be 3.8%. How is it determined?
Every year, the Social Security Administration uses inflation data to decide how much to increase Social Security benefits. This is known as the cost-of-living adjustment (COLA). Here’s how it’s determined.By Hilarey Gould|4 minRetirement
How to roll over a 401(k) to an IRA
Whether you’re retiring, changing jobs or just taking some time off, it’s important to understand how to roll over a 401(k) to an IRA. Learn how the process works.By Hillary Hoffower|10 minRetirement
Changing jobs? A 3-step checklist for your 401(k)
Changing jobs can be exciting and stressful. Use this three-step checklist to decide what to do with an old 401(k) and review your overall retirement savings picture.By The Know Editors|3 minRetirement
Social Security for divorced couples: Considerations when claiming benefits
Divorce changes a lot of things, but it’s important to know how it does and does not impact Social Security benefits you may have built through a marriage. Learn about the rules, survivor benefits and considerations for when to claim benefits.By Leah Bourne|9 minRetirement
What is a 403(b) vs. a 401(k) plan?
403(b)s and 401(k)s are two of the most common employee retirement plans. Learn more about how they work and why you might have one instead of the other.By Seth Carlson|5 minRetirement
At what age can you start collecting Social Security and get the maximum benefit amount?
When you start taking Social Security can impact your benefits in the long term. Learn how age 62, full retirement age and age 70 affect your check amount, and when delaying may maximize benefits.By Hilarey Gould|7 minRetirement
3 ways to stay active while in retirement
Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.By Laura Behm|4 minRetirement
2026 401(k) catchup-contributions: Key changes and how to prepare for them
New rules concerning 401(k) catch-up contributions went into effect at the start of 2026. Read more.By Seth Carlson|7 min
Invest your way
From online investing to working with an advisor, J.P. Morgan is ready to help you achieve your goals.