Investments You’ve made investments your whole life. Work with us to help make the most of them. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content When Should You Take Social Security Monthly Social Security payments differ substantially depending on when you start receiving benefits. Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP. A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.