Retirement
Latest Retirement News
8 Retirement Savings Strategies for High-Income Earners
High-income earners can optimize their retirement savings by using strategies like maximizing contributions to retirement accounts, making backdoor Roth conversions…
How Much Social Security Does a Nonworking Spouse Get?
Many families are concerned about Social Security for a nonworking spouse. When one spouse has not worked or has a…
6 Places That Offer Free Estate Planning for Veterans
Estate planning is important for managing and distributing assets, especially for veterans who have unique benefits like pensions, VA benefits…
How Spousal Survivor Benefits Work for a Pension
Pension plans often include spousal survivor benefits, which allow surviving spouses to receive part of the pension payments after the…
7 Types of Model Portfolios for Retirees to Consider
Retirees can use model portfolios to balance income generation and risk management based on their goals and risk profile. They…
What Retirement Looks Like for a Lawyer: Things to Consider
For lawyers, retirement looks very different depending on your practice. A big-firm litigator, for example, will have spent decades with very…
11 Tips to Help You Retire on a Budget
Many Americans are looking for ways to stretch their savings and retire on a budget without compromising their quality of…
Is Spousal Consent Required to Change 401(k) Beneficiary?
Changing the beneficiary of a 401(k) plan can involve specific requirements, particularly when it comes to spousal consent. In many…
What Are the Rules for Late 401(k) Deferral Deposits?
Under the Department of Labor’s rules, employers must deposit employee deferrals into 401(k) plans as soon as administratively feasible, typically…
How 401(k) Fee Disclosures Work
401(k) disclosures provide detailed information about the fees and expenses associated with your retirement plan. The costs associated with a…
