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Retirement
401(k) Beneficiary Rules for Non-Spouses
Understanding 401(k) non-spouse beneficiary rules is key for anyone planning their estate and retirement. When…
We’re 66 With $1.4 Million in IRAs, and $4,100 Monthly From Social Security. What’s Our Retirement Budget?
Say that, as a married couple, you have $1.4 million in your IRAs and, at…
At What Age Should You Retire From the Federal Government?
Federal employees generally receive annuity-based pension funds when they retire. Depending on when you joined…
We’re 62 With $1.1 Million in 401(k)s. Should We Convert $100,000 Per Year to Avoid RMDs?
Converting 401(k) funds into Roth accounts can reduce or eliminate the need to take Required…
When to Start Saving for Retirement
Determining when to start saving for retirement can have a major impact on your financial…
Does Workers’ Compensation Affect Social Security Benefits?
Workers’ compensation, which provides financial support for employees injured on the job, can impact the…
How to Stay Socially Active as a Retiree
Retirement can be an exciting new chapter, offering ample opportunities to stay socially active. Engaging…
My Dad Passed Away. How Can I Access His Retirement Funds?
When faced with the death of a parent, many find themselves asking whether they can…
I Left My Job 6 Months Ago. What Do I Do With My 401(k)?
After leaving a job where they contributed to a 401(k), retirement savers typically have four…
Can I Collect My Spouse’s Social Security Before They Retire?
Yes, you can collect your spouse’s Social Security benefits before they retire — but there…
10 Reasons You May Want to Retire Early
Picking the right time to retire is one of the most important parts of the…
3 Benefits of an IRA Over a 401(k)
Saving for retirement is an important part of financial planning, and choosing the right investment…
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