Retirement
Latest Retirement News
I’m 52 With $1.6 Million in a Taxable Brokerage Account and $1.1 Million in an IRA. Can I Retire Now?
It can be financially feasible to retire when projected retirement income equals or exceeds projected retirement expenses. In many cases,…
When Can My Spouse Claim Social Security Benefits?
Knowing when a spouse can claim Social Security benefits can significantly impact retirement planning. Spousal benefits allow one partner to…
Differences in the Types of Retirement Plans
There are many retirement plans available to help you save for your golden years. 401(k)s, IRAs and Roth IRAs offer…
9 Steps to Planning for Retirement
Planning for retirement involves a series of well-defined steps that aim to maintain financial stability and offer greater peace of…
What Is an Active Participant in a Retirement Plan?
Active participation in a retirement plan refers to an individual being involved in an employer-sponsored retirement program, like a 401(k)…
How Thrift Savings Plans Are Affected by a Divorce
How thrift savings plans (TSPs) are affected in divorce depends on their value and the overall division of assets. Federal…
I’m 65 With $1.2 Million in an IRA. I’ll Get a $2,900 Monthly Social Security Benefit. What’s My Retirement Budget?
As you approach retirement, your financial focus shifts.During your working life, retirement is about goals and planning. You decide what…
Factors That Determine the Amount of Your Social Security Benefits
Understanding what your Social Security benefit is based on can significantly impact your financial planning for retirement. The amount you…
What Is the Minimum Annuity Investment You Can Make?
Annuities offer a reliable income stream for retirees. But if you’re wondering how much it takes to buy an annuity,…
How Are Non-Qualified Annuities Taxed for Beneficiaries?
Non-qualified annuities offer tax-deferred growth, providing financial benefits during the annuity holder’s lifetime. When the annuity holder passes away, their…
