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Retirement
Does Contributing to a 401(k) Reduce Taxable Income?
If you have a retirement account, you are probably wondering, does a 401(k) reduce taxable…
This Is My First Year Taking Social Security. How Do I Reduce My Taxes on It?
As your first year of retirement progresses, it’s important to evaluate whether the financial plan…
How to Convert a 529 Plan to a Roth IRA
A new opportunity has emerged for families with leftover college savings: converting 529 plan funds…
Can You Stop Social Security Benefits and Restart Later?
Deciding whether to stop Social Security and restart it later depends on your age and…
What’s the Ideal Age to Retire for Longevity?
Retirement is a major life decision and the timing can affect more than just your…
401(k) Asset Allocation By Age: Examples and Charts
As you progress through your career, your income investment strategy should evolve to balance growth…
401(k) Millionaires by Age Group
Becoming a 401(k) millionaire represents a significant milestone in retirement planning. According to recent data,…
Can You Contribute to a Roth IRA Without Having Earned Income?
You generally need earned income—such as wages, tips, or self-employment income—to contribute to a Roth…
Do You Pay Taxes on 457(b) Withdrawals After Age 70?
If you are approaching retirement and have savings in a 457(b) retirement plan, you might…
Employee Deferral vs. Roth Deferral
If you have to choose between a traditional or Roth deferral, you will have to…
What Is the RMD for a 401(K) If You Still Work?
Retirement accounts like 401(k)s come with specific rules. One of the most important, required minimum…
We Will Make $360k Combined This Year. Can We Use a Backdoor Roth Strategy to Reduce Our Taxes?
A backdoor Roth can sometimes be a good idea.The government puts income limits on who…
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