Retirement
Latest Retirement News
I’m 75 With $900,000 in an IRA. How Do I Make Sure This Money Lasts the Rest of My Life?
Ensuring that your retirement savings last the rest of your life often requires balancing income with expenses over your projected…
I’m Getting Divorced This Year at 55 With $800k in a 401(k). How Do I Protect My Finances?
Like all family and property law, divorce is a highly state-specific process. How you will handle a divorce and protect…
I’m 60 With $1.1 Million in an IRA. Is It Worth Converting $100,000 Per Year to a Roth to Avoid RMDs?
The advantage to switching your money from a pre-tax portfolio, like a traditional IRA, to a post-tax Roth IRA is…
What Should I Do With My 403(b) Once I Retire?
If you have an employer-sponsored retirement plan, like a 403(b), leaving your job means you’ll need to decide what to…
How Much You Need to Save to Retire With $5 Million
Accumulating a $5 million nest will require saving each month somewhere between a few thousand dollars and a few tens…
Can I Use My RMDs to Transfer Money Into My Roth IRA?
If you’re taking a required minimum distribution from an IRA, 401(k) or other tax-deferred account and don’t need the money to…
How a 457(b) Plan Works After Retirement
Government employees, or those of a charity or religious organization, might have the opportunity to invest in a retirement account…
What Is Pension Maximization?
Pension maximization is a strategy used by individuals who have a traditional pension plan to potentially increase the amount of…
How Mutual Funds Can Be Used for Retirement
Mutual funds are commonly used for retirement planning because they offer diversification, professional management and reduced risk when compared with…
How Can a Trust Own an Annuity?
Annuities can offer a steady stream of income when you need it most, while trusts provide a structured way to…
