Retirement
Latest Retirement News
How to Calculate the RMD for an Inherited IRA
Inheriting an individual retirement account (IRA) comes with specific tax obligations that can feel overwhelming during an already difficult time.…
How to Move Money From a Roth IRA into Stocks
If you have money in a Roth IRA, you may be wondering how to move some of it into stocks…
Trump Obamacare Changes: Requirements and Coverage
Under the One Big Beautiful Act, sweeping reductions to Medicaid and modifications to Affordable Care Act enrollment rules have been…
Provisional Income: What Is It and How Is It Taxed?
Your Social Security benefits may be taxable depending on your provisional income. This is calculated by adding your adjusted gross…
Cash Balance Plan vs. 401(k): Key Differences for Retirement
Cash balance plans and 401(k)s are both employer-sponsored retirement options, but they work differently. A cash balance plan is a…
Roth 401(k) vs. After-Tax 401(k) Contributions
Contributions to Roth 401(k) accounts and after-tax contributions to regular 401(k) accounts both involve after-tax dollars, but they follow different…
Can You Retire at 35 If You’ve Saved $1 Million?
The idea of retiring early with $1 million by age 35 is appealing. But, whether that is enough depends on…
Does Contributing to a 401(k) Reduce Taxable Income?
If you have a retirement account, you are probably wondering, does a 401(k) reduce taxable income? The short answer is…
How Much Should I Have in My 401(k) at Age 60?
By age 60, retirement is no longer a distant goal, it is just around the corner. For many, it begs…
I Have $1.2 Million in an IRA and Will Receive $2,000 Monthly From Social Security. Can I Retire at 67?
If you’re sitting on $1.2 million in a traditional IRA and expect to receive $2,000 per month from Social Security,…
