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Retirement
Stock Market vs. Bond Market: Which One Is Larger?
Stocks tend to dominate financial headlines due to their volatility and potential for rapid gains…
We’re in Our 70s With $200k in Savings and Social Security. How Do We Make It Last?
Retirees with relatively small nest eggs are generally more reliant on Social Security than those…
Can You Reinvest Your RMD into a Roth IRA?
Reinvesting a required minimum distribution (RMD) into a Roth IRA isn’t allowed directly, since RMDs…
When Does the RMD Age Go Up to 75 Years Old?
For retirement savers preparing for required minimum distributions (RMDs), recent legislation has brought significant changes…
Can You Roll Over a 401(k) Into a 403(b) Account?
The IRS does permit rollovers between these 401(k) and 403(b) plans, allowing you to consolidate…
How to Build an Investment Plan for Retirement: Examples
Whether retirement is decades away or just around the corner, knowing how to build an…
What Are the Distribution Rules for Inherited IRAs?
When you inherit an individual retirement account (IRA), it comes with a set of rules…
We Will Make $360k Combined This Year. Can We Use a Backdoor Roth Strategy to Reduce Our Taxes?
A backdoor Roth can sometimes be a good idea.The government puts income limits on who…
What Is the RMD for a 401(K) If You Still Work?
Retirement accounts like 401(k)s come with specific rules. One of the most important, required minimum…
Employee Deferral vs. Roth Deferral
If you have to choose between a traditional or Roth deferral, you will have to…
Do You Pay Taxes on 457(b) Withdrawals After Age 70?
If you are approaching retirement and have savings in a 457(b) retirement plan, you might…
Can You Contribute to a Roth IRA Without Having Earned Income?
You generally need earned income—such as wages, tips, or self-employment income—to contribute to a Roth…
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