Retirement
Latest Retirement News
I Want to Convert $865k to a Roth IRA. How Do I Avoid Paying Taxes?
Converting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits – including…
We Have $1.2M in an IRA, Plus Another $750k and Social Security. Should We Shift Assets to a Target Date Fund or an Annuity?
Annuities and target date funds are popular assets for households who are either saving for retirement or already in their…
How Much Money the Average Person Has Saved at 50
The answer to this question will depend on your income, expenses and saving habits, among other factors. One reliable source…
Can I Roll Over the Employer Match in My 401(k) to a Roth IRA?
If you want to roll over money from your 401(k) into a Roth IRA, there’s good news: any employer matching…
8 Ways to Protect Your Retirement Income
You’ll spend decades – if not your entire career – saving for retirement. But saving enough money is only a…
I’m 60 With $1.2 Million in a Roth IRA. How Do I Make Sure This Money Lasts the Rest of My Life?
Planning for a Roth IRA is a little different than with most other retirement assets. This tax-advantaged account generates entirely…
6 Steps to Consider Immediately If You’re 55 With No Retirement Savings
When you find yourself later in life without any retirement savings, you can feel like you’ve made a mistake or…
How to Avoid the Early Withdrawal Penalty on Your 401(k)
The IRS has strict rules regarding when you can withdraw money from a tax-deferred retirement account like a 401(k). Doing…
What Should I Do with My Roth IRA Once I Retire?
Retirement typically means shifting your focus from diligently saving your money over the course of years and decades to managing…
I’m 65 and Retiring Soon. How Should I Structure My $1.1 Million Portfolio?
Your financial objectives and risk tolerance will primarily dictate how you structure your portfolio. But you’ll also want to consider…
