Retirement
Latest Retirement News
When I Claim My $3,500 Social Security, Will My Wife Automatically Get a Spousal Benefit?
Understanding the nuances of spousal benefits is crucial to maximizing your household’s Social Security payments. For example, if you’re set…
I Want to Convert $865k to a Roth IRA. How Do I Avoid Paying Taxes?
Converting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits – including…
What Is a Trigger Rate in an Annuity?
Annuities can be a valuable tool for ensuring a steady income stream and managing financial risk, particularly during retirement. One…
Ultimate Guide to Social Security in Massachusetts (MA)
Massachusetts participates in the Social Security system a little differently than most states. Massachusetts residents who belong to public-sector retirement…
Ultimate Guide to Social Security in New York (NY)
If you live in New York, you can apply for Social Security benefits online, by telephone or in person. The…
What to Do If You Want to Retire in 5 Years
If you’re planning to retire in five years, now is the time to ensure your financial house is in order.…
What Is a Nonqualified Retirement Plan?
Unlike 401(k)s and similar workplace retirement plans, nonqualified retirement plans are not bound by the stringent guidelines of the Employee…
How to Choose an IRA Provider
A key decision associated with retirement planning involves choosing where to open and maintain an individual retirement account (IRA). As…
What Is the VA Survivors Pension?
Losing a loved one who served in the military can be an emotionally and financially challenging time for surviving spouses…
What Is a Pension Trust?
Pension trusts are specialized financial arrangements that play a pivotal role in managing and disbursing funds designated for retirement benefits.…
