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Retirement
I’m 63 With $1 Million in an IRA. Should I Convert $100,000 a Year to a Roth to Avoid RMDs?
If you’re 63 years old with $1 million in a traditional IRA, you may be…
How to Build a Retirement Portfolio at Age 70
At age 70, retirement is no longer a distant goal—it’s your current reality. Whether you’re…
How Are Annuities Taxed? Withdrawals, Payouts and Penalties
Annuities can look tax-friendly because your money grows without an annual tax bill, but the…
Successor Beneficiary of Inherited IRA: Rules, Options and Tax
A successor beneficiary is someone who inherits an individual retirement account (IRA) from a prior…
I Inherited an IRA That Was Already Inherited. These Are the Rules Nobody Warned Me About.
You inherited an IRA from a beneficiary, not the original owner. That distinction matters because…
TSP Roth Conversion: Tax Rules and Examples
Federal employees with traditional Thrift Savings Plans can now convert money to a Roth TSP.…
The Average 401(k) Balance Is $351,242. Ignoring This Tax Rule Can Cost You Thousands.
The average 401(k) balance is about $351,242, but taxes can reduce how much of that…
I Have 10 Years Left to Retire. Missing My Boss’s 401(k) Match Could Cost Me This Much in Retirement.
With only 10 years left until retirement, missing your employer’s 401(k) match can leave a…
I am 59 With $1.6 Million and Ready to Retire. Not Budgeting for This Expense Almost Stopped Me.
At 59, $1.6 million may be enough to retire, but leaving work also means giving…
Is the 4% Rule Limiting Your Retirement Income? Using a 5% Withdrawal Rate May Let You Spend This Much More.
A lower withdrawal rate can help your retirement savings last longer, but it may also…
Will Doubling Your Earnings Double Your Social Security? Here’s How Much You May Collect With $75k and $150k Salaries.
Doubling your salary can increase your lifetime earnings, but your Social Security benefit will not…
Is $2.5M Enough to Spend $100K a Year in Retirement, Or Will Taxes Leave Me Short?
A $2.5 million portfolio could support $100,000 in annual retirement spending, but taxes might require…
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