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Retirement
What’s the Ideal Age to Retire for Longevity?
Retirement is a major life decision and the timing can affect more than just your…
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…
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…
What Are the Distribution Rules for Inherited IRAs?
When you inherit an individual retirement account (IRA), it comes with a set of rules…
How to Build an Investment Plan for Retirement: Examples
Whether retirement is decades away or just around the corner, knowing how to build an…
Can You Reinvest Your RMD into a Roth IRA?
Reinvesting a required minimum distribution (RMD) into a Roth IRA isn’t allowed directly, since RMDs…
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