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Retirement
HSA vs. Roth IRA: Pros and Cons for Retirement
The comparison between HSA vs. Roth IRA for retirement planning isn’t about choosing one over…
Safe Withdrawal Rate By Age: How to Calculate
Planning how much to withdraw in retirement often starts with understanding the safe withdrawal rate…
Inherited Non-Qualified Stretch Annuities: Rules and Taxes
An inherited non-qualified stretch annuity pays out over many years instead of all at once.…
Medicare vs. Obamacare: Costs, Benefits and Enrollment
When comparing Medicare and Affordable Care Act (ACA or Obamacare) coverage, it helps to look…
I’m 63 With $700k in an IRA. Should I Convert $70k per Year to Avoid RMDs and Taxes in Retirement?
You can make a Roth IRA conversion at any time, as long as you have…
What Is a Stretch Annuity and How Does It Work?
A stretch annuity lets a beneficiary receive inherited annuity payments over an extended period rather…
What Is a Non-Qualified Stretch Annuity?
A non-qualified stretch annuity extends the payout of an inherited annuity over time, rather than…
How to Build a Roth IRA Portfolio for Long-Term Growth
A Roth IRA is a tax-advantaged retirement account many people use to build long-term savings,…
When I Claim My $3,200 Social Security, Will My Wife Automatically Get a Spousal Benefit?
Spousal benefits are Social Security payments based on a spouse’s lifetime earnings record, and a…
What Is the Tax Rate on 401(k) Withdrawals After Age 65?
Reaching age 65 doesn’t automatically change how the IRS taxes your 401(k) withdrawals. Instead, it…
Do 401(k) Loans Show Up on Your Credit Report?
A 401(k) loan does not appear on your credit report because it isn’t considered a…
I Have $1.1 Million in My 401(k). What Should I Do With It When I Retire?
Leaving the workforce changes many aspects of your 401(k), and once you retire you will…
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