Retirement
Latest Retirement News
What Is a Life Insurance Annuity?
A life insurance annuity is a benefit payment option for a life insurance policy. If you are a beneficiary of…
I’m 65, Taking Social Security and Have $830,000 in a 401(k). Is It Too Late to Convert to a Roth IRA?
There is no age limit on Roth conversions, so you can transfer pre-tax savings into a Roth IRA regardless of…
I’m Planning to Get a $3,200 Monthly Social Security Benefit. How Can I Avoid Taxes?
More and more retirees are being taxed on Social Security benefits. Legislative changes over the decade have shaped the age…
5 Ways to Increase Your Social Security Benefits
For many Americans, Social Security benefits make up significant part of their retirement income. Therefore, it’s important to understand which…
5 Tax Strategies for Your Retirement Income
Retirement planning can be complicated. But ignoring the tax consequences of your retirement income can take a bite out of…
What Is a Retirement Accumulation Plan?
The accumulation phase is the period in your working life when you’re saving money for retirement. It starts from your…
What Is a Retirement Visa?
The allure of living abroad can promise a better climate, a lower cost of living and a higher quality of…
We’re 66 With $1.4 Million in IRAs, and $4,100 Monthly From Social Security. What’s Our Retirement Budget?
Say that, as a married couple, you have $1.4 million in your IRAs and, at age 66, expect about $4,100…
Guide to Retirement Planning for Millennials
Members of the Millennial generation face special challenges including high levels of student loan debt and inflated housing costs when…
We’re 62 Years Old With $950k in IRAs. Is It Too Late to Convert to a Roth IRA?
Fortunately, there’s no age restriction on converting a pre-tax retirement account to a Roth IRA. You can roll funds from…
