Retirement

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Latest Retirement News

What Does Remarrying Do to Your Social Security Benefits?

If you are divorced and considering remarriage, you may be concerned about how this will affect your Social Security status.…

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I’m 70 Years Old With $1.2 Million in an IRA. Is It Too Late to Convert to a Roth IRA?

In retirement, it’s not too late to convert your money into a Roth IRA. The IRS will let you convert…

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I’m Going to Get $2,800 Per Month in Social Security. How Do I Reduce My Taxes on It?

One of the biggest surprises would-be retirees face when planning their retirement finances is the fact that their Social Security…

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What to Know Before Hiring an Advisor for Your Retirement Plan

Financial advisors who offer retirement planning services play an important role in the financial services industry. From devising tax-efficient income…

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6 Financial Planning Tips for Retirees

The key to maximizing your retirement will depend on your ability to select financial planning resources that align with your…

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What Is a Trusteed IRA?

A trusteed IRA is a type of individual retirement account that is set up as a trust. This account can…

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What Is a Retiree Reimbursement Arrangement?

Retiree reimbursement arrangements (RRAs) are a type of savings plan funded solely by employers to help their now retired former…

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A Successful Retirement May Hinge on Avoiding These Careless Mistakes

Deciding to retire can feel a bit unnerving. Retirees have plenty to potentially worry about – some of which they…

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I Want to Convert $920k from a 401(k) to a Roth IRA. How Can I Reduce Taxes?

Transferring funds from a 401(k) into a Roth IRA lets you make tax-free free withdrawals in retirement, avoids rules on…

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I’m 55 With $1.2 Million in My 401(k). Would Catch-Up Contributions Be Worth It?

Catch-up contributions are designed to help people save extra money in tax-advantaged retirement accounts once they hit age 50. For…

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