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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…
Should I Take a $400,000 Lump Sum or $2,000 Monthly Payments for My Pension?
Deciding whether to take a $400,000 lump sum or monthly pension benefit of $2,000 requires…
How a Government Pension Can Offset Social Security
Retirees who are eligible for government pensions may have their Social Security benefits reduced due…
How to Catch Up on Retirement Savings in Your 30s
When you’re in your 30s, retirement may be far from your mind. But saving for…
401(k) Beneficiary Rules for Non-Spouses
Understanding 401(k) non-spouse beneficiary rules is key for anyone planning their estate and retirement. When…
6 Unexpected Retirement Expenses You May Face
Unexpected expenses could creep up in retirement and put your nest egg at risk. These…
I’m 55 With $1.2 Million in My 401(k). Should I Pivot to Roth Contributions?
Building up some retirement savings in a Roth account when you already have a significant…
How to Create a Retirement Income Stream
Creating a reliable and adequate income stream from investments is one of the main goals…
Can Retirees Contribute to a Traditional or Roth IRA?
Tax-advantaged retirement accounts such as traditional and Roth IRAs are important tools for retirement planners…
How Does Medicare Work If You Have Retiree Insurance?
Leaving the workforce doesn’t necessarily mean leaving employer-provided health insurance behind. Some companies continue to…
Social Security in Texas: Everything You Need to Know
As one of a handful of states with no state income tax, Texas is one…
When Is the Best Time of Year to Retire?
Choosing the best time of year to retire is largely subjective as it can impact…
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