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Retirement
I’m Selling My House and Netting $800k. Can I Avoid Taxes While Downsizing for Retirement?
When you sell a primary residence, the IRS allows you to exclude from your capital…
We’re 62 Years Old With $950k in IRAs. Is It Too Late to Convert to a Roth IRA?
Fortunately, there’s no age restriction on converting a pre-tax retirement account to a Roth IRA.…
Can a CSRS Retiree Collect Spousal Social Security?
Determining whether a Civil Service Retirement System (CSRS) retiree can collect spousal Social Security benefits…
Do 401(k) Contributions Automatically Stop When You Hit the Limit?
Understanding when 401(k) contributions stop is essential for employees who want to maximize their retirement…
Why Invest in a Roth IRA?
Unlike traditional IRAs, contributions to a Roth IRA are made with after-tax dollars, meaning that…
How to Uncover Hidden 401(k) Fees
Many employees rely on 401(k) plans for retirement savings. But hidden fees in 401(k) plans,…
How Are Fixed Annuities Taxed?
Fixed annuities are popular for their stability and guaranteed returns, but it’s important to understand…
I’m 65 With $1.2 Million in an IRA. I’ll Get a $2,900 Monthly Social Security Benefit. What’s My Retirement Budget?
As you approach retirement, your financial focus shifts.During your working life, retirement is about goals…
How Thrift Savings Plans Are Affected by a Divorce
How thrift savings plans (TSPs) are affected in divorce depends on their value and the…
Differences in the Types of Retirement Plans
There are many retirement plans available to help you save for your golden years. 401(k)s,…
9 Steps to Planning for Retirement
Planning for retirement involves a series of well-defined steps that aim to maintain financial stability…
What Is an Active Participant in a Retirement Plan?
Active participation in a retirement plan refers to an individual being involved in an employer-sponsored…
