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Retirement
9 Steps to Planning for Retirement
Planning for retirement involves a series of well-defined steps that aim to maintain financial stability…
I Waited to Take My First RMD Until April 1st. Will This Affect My Second Year’s RMD?
Unlike most personal finance questions, the answer to this one is short and simple: yes,…
I’m 52 With $1.6 Million in a Taxable Brokerage Account and $1.1 Million in an IRA. Can I Retire Now?
It can be financially feasible to retire when projected retirement income equals or exceeds projected…
When Can My Spouse Claim Social Security Benefits?
Knowing when a spouse can claim Social Security benefits can significantly impact retirement planning. Spousal…
What Is the Solo 401(k) Contribution Deadline?
A solo 401(k) plan is a powerful retirement savings tool designed specifically for self-employed individuals…
How to Make a Retirement Income Plan
When it comes to how to plan for retirement income, start by evaluating your anticipated…
How to Maximize Retirement Savings
Strategic planning and informed decision-making are key when it comes to how to maximize your…
What Is Excess Accumulation in Qualified Retirement Plans?
Navigating the rules and regulations surrounding qualified retirement plans like 401(k)s can be complex, particularly…
I’m 63 and Make $125k, With $900k in an IRA. Should I Do a Roth Conversion on $90k per Year to Avoid RMDs?
Converting an IRA to a Roth IRA is a popular approach to avoiding mandatory required…
How to Claim Spousal Social Security Benefits
If you’re married, divorced, or widowed, you may be wondering how to claim spousal security…
Defined Benefit Plans for the Self-Employed
Unlike other retirement plans, a defined benefit plan for the self-employed promises a specific payout…
I Will Claim a $3,750 Social Security Benefit. Will My Wife Automatically Get a Spousal Benefit?
If your wife is eligible to collect a spousal benefit, whether or not it is…
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