Retirement
Latest Retirement News
What Is the Average Social Security Check at Age 62?
Social Security benefits are a key part of retirement income for many people. You can start collecting as early as…
Is Your Pension Considered Earned Income? Tax Planning Rules
When it comes to tax planning rules, many retirees often ask one question in particular: is a pension considered earned…
HSA vs. Roth IRA: Pros and Cons for Retirement
The comparison between HSA vs. Roth IRA for retirement planning isn’t about choosing one over the other. Rather, it’s about…
What Is a Miller Trust and How Does It Work?
For individuals who require long-term care but earn too much income to qualify for Medicaid, a type of trust called…
Is Trump Going to Raise the Retirement Age?
While President Donald Trump has consistently pledged not to raise the retirement age, several influential Republican factions have promoted adjustments…
How to Convert a 529 Plan to a Roth IRA
A new opportunity has emerged for families with leftover college savings: converting 529 plan funds to a Roth IRA. Previously,…
Can You Stop Social Security Benefits and Restart Later?
Deciding whether to stop Social Security and restart it later depends on your age and how long you have been…
What’s the Ideal Age to Retire for Longevity?
Retirement is a major life decision and the timing can affect more than just your finances. While having enough money…
401(k) Asset Allocation By Age: Examples and Charts
As you progress through your career, your income investment strategy should evolve to balance growth opportunities with risk management. In…
401(k) Millionaires by Age Group
Becoming a 401(k) millionaire represents a significant milestone in retirement planning. According to recent data, the average age at which…
