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Retirement
Mega Backdoor Roth vs. Backdoor Roth: Benefits and Limits
High earners often weigh the mega backdoor Roth against the backdoor Roth to expand tax-free…
Are Roth IRA Contributions Tax Deductible? Rules and Exceptions
With a Roth IRA, you contribute after-tax dollars, so there is no tax deduction when…
How Much Should I Have in My 403(b) to Retire?
Wondering how much you should have in your 403(b) to retire comfortably? It’s a common…
When Can You Retire If You Were Born in 1959?
If you were born in May 1959, you are turning 66 in 2025. This puts…
Can 401(k) Participants Also Make SEP IRA Contributions?
Many people who contribute to a 401(k) wonder if they can also make SEP IRA…
5 Strategies to Convert Retirement Assets Into Income
Saving for retirement is only half the battle. Once you leave the workforce, you’ll need…
How to Withdraw From Your 401(k) After Age 60
Reaching age 60 is a major financial milestone, particularly when it comes to your 401(k)…
How to Roll Over a 401(k) to a 403(b)
Rolling over your 401(k) to a 403(b) is only an option if you start a…
SEP vs. Annuity: Which Is Better for the Self-Employed?
If you’re self-employed, saving for retirement is your responsibility. Two common tools are SEP IRAs…
Maximum Social Security Benefit If You’re Born in 1958
If you were born in 1958, 2025 is a milestone year. You’ll be turning 67,…
Can I Cash Out My 401(k) at Age 62? Pros and Cons
Cashing out a 401(k) at age 62 is allowed, but it comes with trade-offs many…
Safe Withdrawal Rate By Age: How to Calculate
Planning how much to withdraw in retirement often starts with understanding the safe withdrawal rate…
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