Is this hub investment advice?

No. The hub organizes source-backed education about accounts, taxes, withdrawals, and product vocabulary. It does not rank investments or tell readers what to buy.

Why are annuities in the investments hub?

Annuities sit near the account and income question. The hub keeps the product vocabulary separate from the retirement income map.

Where do Roth conversions belong?

Roth conversions belong in tax timing, future withdrawals, RMD planning, and sometimes Medicare premium lookback years.

Investments and accounts

Investments and accounts, sorted by the question in front of you.

401(k)s, IRAs, Roth conversions, RMDs, withdrawals, taxable accounts, annuities, and portfolio risk all sit in different parts of the retirement map. This hub keeps the account question separate from the income question.

Start with accounts Build the investment map

Common account

401(k)

Employer plans often start the account conversation.

Tax fork

Roth

Roth questions are usually timing and tax questions, not just account labels.

Later-year rule

RMD

Required distributions can change taxes and withdrawal order.

Read by money fork

Pick the account question before the portfolio question.

Each answer keeps the source trail narrow. The map is where account type, taxes, income, health costs, and spending connect.

401(k), IRA, TSP

Accounts

The account labels, rollover paths, old-plan cleanup, and taxable brokerage basics.

Answer

How do 401(k)s work?

Investments and accounts, sorted by the question in front of you.

Pick the account question before the portfolio question.

Accounts

Roth planning

RMDs and inherited accounts

Withdrawals and portfolio risk

Income products

Taxable sales

Investment questions get clearer when the withdrawal road is visible.