Retirement
Latest Retirement News
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…
Tax Benefits of a Simplified Employee Pension (SEP) IRA
Retirement plans, like simplified employee pension (SEP) IRAs, go hand-in-hand with attractive tax benefits. Designed for self-employed individuals and small…
We’re in Our 70s With $200k in Savings and Social Security. How Do We Make It Last?
Retirees with relatively small nest eggs are generally more reliant on Social Security than those with more money saved up.Retirees…
We’re in Our Early 60s with $1.4 Million in Investments. Can We Afford to Withdraw $90k Per Year in Retirement?
There are going to be many factors that help you determine if you’re ready to retire to $90k per year…
I’m 55 With $900,000 in an IRA. Should I Convert $100,000 Per Year to a Roth to Avoid RMDs?
At age 55 with $900,000 in a traditional individual retirement account (IRA), converting $100,000 per year to a Roth IRA…
