Retirement
Latest Retirement News
When Can You Retire If You Were Born in 1959?
If you were born in May 1959, you are turning 66 in 2025. This puts you right at the doorstep…
Can 401(k) Participants Also Make SEP IRA Contributions?
Many people who contribute to a 401(k) wonder if they can also make SEP IRA contributions. The answer depends on…
How Much Should I Have in My 403(b) to Retire?
Wondering how much you should have in your 403(b) to retire comfortably? It’s a common question for educators, healthcare workers…
Rule of 110: How to Calculate and Examples
When building an investment strategy, your asset allocation is one of the most important decisions you will make. The Rule…
Roth IRA vs. Index Fund: What’s the Difference?
The comparison between a Roth IRA and an index fund often mixes structure with strategy—one is a retirement account, the…
What Is the Typical Wage Replacement Rate?
A key question in retirement planning is how much of your income you’ll need to replace once you stop working.…
Is $4 Million Enough to Retire at 60?
If you have $4 million saved for retirement, you have significantly more than the average American household. But is $4…
I’m 60 With a $920k in Retirement Savings and Expect a $2,250 Social Security Check at FRA. What’s My Retirement Budget?
In your early 60s, for most households, attention shifts from wealth accumulation to wealth management. You have a few more…
Is $1.5 Million Enough to Retire at 55?
Is $1.5 million enough to retire at 55? That figure may offer a solid base, but several factors affect whether…
Is $3 Million Enough to Retire at 60?
Whether $3 million is enough to retire at 60 depends in part on how much annual income that portfolio can…
