Retirement

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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…

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Can You Stop Social Security Benefits and Restart Later?

Deciding whether to stop Social Security and restart it later depends on your age and…

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Stock Market vs. Bond Market: Which One Is Larger?

Stocks tend to dominate financial headlines due to their volatility and potential for rapid gains…

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Bonds vs. Stocks in a 401(k): Which Should You Invest In?

Bonds and stocks each offer benefits, but they come with different levels of risk and…

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How Much Should You Put in Your 403(b) Per Paycheck?

If you work in the education, healthcare or nonprofit sector, you’ve likely asked an important…

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What Percentage of a Retirement Portfolio Should Be in Cash?

Planning for retirement involves making a lot of decisions, including how to allocate your portfolio.…

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What Happens to Your SSDI When Your Child Turns 18?

If you’re receiving Social Security Disability Insurance (SSDI), you may also receive additional benefits for…

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6 Reinvestment Options for Retirement Income

Many retirees receive distributions from retirement accounts, pensions, dividends or even part-time work. Should this…

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Annuities vs. Dividend Stocks: Taxes, Pros and Cons, Examples

Annuities and dividend-paying stocks work differently when it comes to income, taxes and risk. Annuities…

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I’m 65 and Retiring Soon. How Should I Structure My $890k Portfolio?

Do you have a backup plan?This is one of the key questions when it comes…

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