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Retirement
Can Retirees Contribute to a Traditional or Roth IRA?
Tax-advantaged retirement accounts such as traditional and Roth IRAs are important tools for retirement planners…
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…
I Have a 401(k) From a Previous Employer. What Should I Do With It?
If you’ve changed jobs recently, don’t put off deciding what to do with your 401(k)…
What Is a Mega Backdoor Roth Conversion?
Retirement savers typically use a mega backdoor Roth conversion, in addition to a backdoor Roth…
I’m 75 With $900,000 in an IRA. How Do I Make Sure This Money Lasts the Rest of My Life?
Ensuring that your retirement savings last the rest of your life often requires balancing income…
I’m Getting Divorced This Year at 55 With $800k in a 401(k). How Do I Protect My Finances?
Like all family and property law, divorce is a highly state-specific process. How you will…
I’m 60 With $1.1 Million in an IRA. Is It Worth Converting $100,000 Per Year to a Roth to Avoid RMDs?
The advantage to switching your money from a pre-tax portfolio, like a traditional IRA, to…
What Should I Do With My 403(b) Once I Retire?
If you have an employer-sponsored retirement plan, like a 403(b), leaving your job means you’ll…
How Much You Need to Save to Retire With $5 Million
Accumulating a $5 million nest will require saving each month somewhere between a few thousand…
Can I Use My RMDs to Transfer Money Into My Roth IRA?
If you’re taking a required minimum distribution from an IRA, 401(k) or other tax-deferred account and…
How a 457(b) Plan Works After Retirement
Government employees, or those of a charity or religious organization, might have the opportunity to…
What Is Pension Maximization?
Pension maximization is a strategy used by individuals who have a traditional pension plan to…
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