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Retirement
Differences of Qualified vs. Nonqualified Retirement Plans
Qualified retirement plans, such as 401(k)s and pensions, can offer significant tax advantages and are…
Differences in the Types of Retirement Plans
There are many retirement plans available to help you save for your golden years. 401(k)s,…
Tax Benefits of a Simplified Employee Pension (SEP) IRA
Retirement plans, like simplified employee pension (SEP) IRAs, go hand-in-hand with attractive tax benefits. Designed…
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…
We’re in Our Early 60s with $1.4 Million in Investments. Can We Afford to Withdraw $90k Per Year in Retirement?
There are going to be many factors that help you determine if you’re ready to…
I’m 55 With $900,000 in an IRA. Should I Convert $100,000 Per Year to a Roth to Avoid RMDs?
At age 55 with $900,000 in a traditional individual retirement account (IRA), converting $100,000 per…
Can a Nursing Home Take Our Assets? We Have $800,000 in Investments and Our Home Is Paid Off
Nursing home stays and long-term care can cost well over $100,000 per year. To pay for…
I’m 67 With $2 Million in an IRA. How Do I Make Sure This Money Lasts the Rest of My Life?
If you had $2 million saved in an individual retirement account (IRA) by age 67,…
I’m 59 With $1.3 Million in a 401(k). How Do I Make Sure This Money Lasts the Rest of My Life?
Managing your money properly in retirement is critical for ensuring that it lasts as long…
I’m 63 With a $1.6 Million Net Worth and $4,500 in Monthly Expenses. Can I Retire Now?
With a $1.6 million net worth and $4,500 in monthly expenses, retiring at 63 is…
401(k) Rollover vs. IRA Rollover
When you change employers, you may be required to roll over your 401(k) funds from…
How to Save Money for Traveling During Retirement
Traveling during retirement is one of the main goals that a lot of people have…
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