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Retirement
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…
Guide to Retirement Planning for Millennials
Members of the Millennial generation face special challenges including high levels of student loan debt…
Is It Wise to Convert 10% of My IRA into a Roth Each Year to Avoid Taxes and RMDs?
Roth IRAs are not subject to rules on required minimum distributions (RMDs), and qualifying withdrawals…
How Do I Know When It’s Time to Retire?
Deciding when to retire is one of the most significant financial decisions you’ll make, and…
How to Semi-Retire Early: 5 Steps to Know
Semi-retiring early offers the best of both worlds: enjoying more leisure time while still maintaining…
I’m 64 With $1.2 Million in a 401(k) and $2,800 Social Security Benefit. What’s My Retirement Budget?
For an average single person planning to stop working at 64, a $1.2 million 401(k)…
What Are the Social Security Trust Funds?
The Social Security Trust Funds are financial reserves established to support the Social Security program…
How to Save More for Retirement This Year
Saving for retirement is important because it ensures greater financial stability and independence in your…
How to Consolidate Your Retirement Accounts
Consolidating your retirement accounts can simplify your financial planning, reduce fees and provide a clearer…
How to Make a 401(k) Hardship Withdrawal
Facing financial hardship can be an overwhelming and stressful experience, especially when it feels like…
When I Claim My $3,000 Social Security, Will My Wife Automatically Get a Spousal Benefit?
When you file for Social Security, your spouse becomes eligible for payments known as spousal…
How to Create an Investment Plan for the Retirement You Want
Before you can create an investment plan for the retirement you want, you’ll want to…
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