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Retirement
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 62 With $1 Million in a 401(k). Should I Convert $100,000 Per Year to a Roth IRA to Avoid RMDs?
Retirees with significant assets often have to plan around required minimum distributions (RMDs). If you already…
Should I Take a $200,000 Lump Sum or $915 Monthly Payments for a Pension Annuity?
Deciding between taking a lump sum or monthly payments involves assessing a number of factors,…
I Am 58 With $1 Million in My 401(k). Should I Switch to Roth Contributions?
I Am 58 With $1 Million in My 401(k). Should I Switch to Roth Contributions?Whether…
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…
How Much Money the Average Person Has Saved at 50
The answer to this question will depend on your income, expenses and saving habits, among…
Can I Roll Over the Employer Match in My 401(k) to a Roth IRA?
If you want to roll over money from your 401(k) into a Roth IRA, there’s…
8 Ways to Protect Your Retirement Income
You’ll spend decades – if not your entire career – saving for retirement. But saving…
I’m 60 With $1.2 Million in a Roth IRA. How Do I Make Sure This Money Lasts the Rest of My Life?
Planning for a Roth IRA is a little different than with most other retirement assets.…
6 Steps to Consider Immediately If You’re 55 With No Retirement Savings
When you find yourself later in life without any retirement savings, you can feel like…
How to Avoid the Early Withdrawal Penalty on Your 401(k)
The IRS has strict rules regarding when you can withdraw money from a tax-deferred retirement…
What Should I Do with My Roth IRA Once I Retire?
Retirement typically means shifting your focus from diligently saving your money over the course of…
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