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Retirement
I’m 62 With $1 Million in a 401(k). Should I Convert $100,000 Per Year to a Roth IRA to Avoid RMDs?
Retirees with significant assets often have to plan around required minimum distributions (RMDs). If you already…
I’m 65 and Retiring Soon. How Should I Structure My $890k Portfolio?
Do you have a backup plan?This is one of the key questions when it comes…
I’m 59 With $1.3 Million and Ready to Quit. One Expense Nobody Budgets For Almost Stopped Me
If you’re ready to retire early, one overlooked expense could determine whether you can actually…
Earn Over $150k? The IRS Just Changed Where Your 401(k) Catch-Up Money Has to Go
For high earners over age 50, a retirement-saving strategy that was available for years may…
Thrift Savings Plan (TSP) Matching: Rules, Tiers and Examples
The Thrift Savings Plan (TSP) is the federal government’s defined contribution retirement plan. It is…
I’m 64 With $720k in My 401(k) and $1,900 a Month From Social Security. What Can I Actually Spend?
What can I actually spend each month without running out of money? This is one…
A Couple Can Convert $133,000 a Year to a Roth at About 9%. Here’s How
Many retirees overlook one of the best tax-planning windows in their financial lives: the years…
Opening an IRA? The Costly Mistake That Leaves Your Money Earning Nothing
Gen Z is the youngest generation of workers and they are now out-saving every older…
The $45,000 Line: This New Plan Protects Lower Earners But Caps COLA for Everyone Above It
Every year, your Social Security check gets a small raise to keep pace with inflation.…
How to Do a Backdoor Roth Conversion: Caps, Steps and Examples
A backdoor Roth IRA allows high-income earners to move money into a Roth IRA. It…
How to Build a Retirement Investment Plan: Strategies and Steps
A retirement plan that needs to last 30 or more years can succeed or fail…
Micro Retirement: Definition, Benefits, Drawbacks and Taxes
A micro retirement is an intentional, extended career break taken mid-career rather than waiting until…
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