Retirement
Latest Retirement News
Differences of Direct vs. Indirect Rollovers
Managing retirement savings effectively often involves rollovers, which allow investors to move funds from one retirement account to another without…
Understanding 401(k) Contribution Errors
Correcting 401(k) contribution errors involves identifying the mistake, adjusting future contributions and potentially making retroactive corrections to comply with IRS…
Is It Wise to Convert 20% of My IRA to a Roth Each Year to Avoid Taxes and RMDs?
Transferring funds from a pre-tax retirement account such as an IRA to an after-tax Roth IRA is a move many…
Does Virginia Tax Social Security?
Virginia does not tax Social Security benefits, which means that retirees in the state can get their Social Security income…
How a Government Pension Can Offset Social Security
Retirees who are eligible for government pensions may have their Social Security benefits reduced due to rules designed to keep…
How to Catch Up on Retirement Savings in Your 30s
When you’re in your 30s, retirement may be far from your mind. But saving for retirement in your 30s is…
401(k) Beneficiary Rules for Non-Spouses
Understanding 401(k) non-spouse beneficiary rules is key for anyone planning their estate and retirement. When a non-spouse inherits a 401(k),…
6 Unexpected Retirement Expenses You May Face
Unexpected expenses could creep up in retirement and put your nest egg at risk. These can include healthcare, housing or…
Retirement Planning Questions You Should Be Asking (FAQs)
Making a good plan, any plan, generally starts the same way: You need to ask the right questions. Whether getting…
Retirement Plan Options for Nonprofits
Nonprofits have a variety of retirement plan options to help their employees save for the future. Popular choices include 403(b)…
