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Retirement
When Should I Take My First RMD?
You may not be thinking about required minimum distributions (RMDs) throughout your career, but chances…
Medicare vs. Obamacare: Costs, Benefits and Enrollment
When comparing Medicare and Affordable Care Act (ACA or Obamacare) coverage, it helps to look…
Can a Child Collect the Pension of a Deceased Parent?
When a parent passes away, one of the biggest financial questions families face is whether…
How to Repay a 401(k) Loan After Leaving a Job
Unlike traditional loans, a 401(k) loan is tied to your employer-sponsored retirement plan. That means…
What Happens If You Default on a 401(k) Loan?
If you default on a 401(k) loan, the balance is usually treated as a taxable…
How to Avoid Taxes on a 457(b) Withdrawal: Strategies and Examples
Planning how and when to withdraw money from your retirement accounts can have a big…
Will Converting $500k to a Roth IRA Affect My Medicare Premiums?
Medicare premiums are based on taxable income and a sudden increase can raise your costs.…
Can You Max Out a 401(k) and an IRA? Strategies for Both
Combining a 401(k) from work with an IRA can help you grow savings faster and…
CD vs. Roth IRA: Which Should You Invest in for Retirement?
Certificates of deposit (CDs) and Roth IRAs play different roles in retirement planning. CDs provide…
Annuity vs. Roth IRA: Pros and Cons for Retirement Income
When planning for retirement, one of the biggest decisions you’ll face is how to generate…
When and How to Consolidate 401(k) Accounts
Managing multiple 401(k) accounts from past employers involves tracking different fees, investment options, and statements.…
I’m 67 With $680k in My 401(k). Should I Convert to a Roth IRA to Avoid RMDs?
If you need retirement funds for living expenses now, paying taxes on a Roth conversion…
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