Retirement
Latest Retirement News
How Are Fixed Annuities Taxed?
Fixed annuities are popular for their stability and guaranteed returns, but it’s important to understand the tax implications of this…
Retirement Plan Options for Nonprofits
Nonprofits have a variety of retirement plan options to help their employees save for the future. Popular choices include 403(b)…
Retirement Plan Options for 1099 Workers
Independent contractors face unique challenges when it comes to retirement planning due to the lack of employer-sponsored plans. The good…
Retirement Planning Questions You Should Be Asking (FAQs)
Making a good plan, any plan, generally starts the same way: You need to ask the right questions. Whether getting…
I’m 67 With $1.2 Million in a 401(k). Is It Too Late for a Roth Conversion?
Converting funds in a traditional 401(k) into a Roth IRA can provide you with tax-free retirement income, and there are…
Am I Too Late? I’m 65 and Only Have $120k Saved for Retirement
A low-savings retirement is one in which you don’t have enough money in your portfolio to generate a comfortable retirement…
What Is a Social Security Statement?
A Social Security statement is a document provided by the Social Security Administration (SSA) that outlines your earnings history and…
Does VA Disability Affect My Social Security Retirement Benefits?
As you plan for your retirement and financial future, you may wonder, does VA disability affect Social Security retirement benefits?…
I’m 60 and Make $150k. Should I Convert $50k per Year From My IRA to a Roth to Avoid RMDs?
There are plenty of ways to analyze your retirement strategy. Sometimes, when we have lots of concrete information, we can…
A Comprehensive Guide to Planning for Retirement
When you plan for retirement, you’re preparing to one day leave the workforce. And you’ll need to decide how you’re…
