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Retirement
When Should I Take My First RMD?
You may not be thinking about required minimum distributions (RMDs) throughout your career, but chances…
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…
401(k) Millionaires by Age Group
Becoming a 401(k) millionaire represents a significant milestone in retirement planning. According to recent data,…
401(k) Asset Allocation By Age: Examples and Charts
As you progress through your career, your income investment strategy should evolve to balance growth…
What’s the Ideal Age to Retire for Longevity?
Retirement is a major life decision and the timing can affect more than just your…
We’re 62 Years Old With $950k in IRAs. Is It Too Late to Convert to a Roth IRA?
Fortunately, there’s no age restriction on converting a pre-tax retirement account to a Roth IRA.…
Tax Benefits of a Simplified Employee Pension (SEP) IRA
Retirement plans, like simplified employee pension (SEP) IRAs, go hand-in-hand with attractive tax benefits. Designed…
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…
We’re in Our Early 60s with $1.4 Million in Investments. Can We Afford to Withdraw $90k Per Year in Retirement?
There are going to be many factors that help you determine if you’re ready to…
I’m 55 With $900,000 in an IRA. Should I Convert $100,000 Per Year to a Roth to Avoid RMDs?
At age 55 with $900,000 in a traditional individual retirement account (IRA), converting $100,000 per…
Can a Nursing Home Take Our Assets? We Have $800,000 in Investments and Our Home Is Paid Off
Nursing home stays and long-term care can cost well over $100,000 per year. To pay for…
I’m 67 With $2 Million in an IRA. How Do I Make Sure This Money Lasts the Rest of My Life?
If you had $2 million saved in an individual retirement account (IRA) by age 67,…
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