Retirement

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I’m 60 and Make $150k. Should I Convert $50k per Year From My IRA to a Roth to Avoid RMDs?

There are plenty of ways to analyze your retirement strategy. Sometimes, when we have lots…

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What Is a Social Security Statement?

A Social Security statement is a document provided by the Social Security Administration (SSA) that…

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Does VA Disability Affect My Social Security Retirement Benefits?

As you plan for your retirement and financial future, you may wonder, does VA disability…

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Am I Too Late? I’m 65 and Only Have $120k Saved for Retirement

A low-savings retirement is one in which you don’t have enough money in your portfolio…

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Retirement Planning Strategies for Teachers

Many teachers in the U.S. retire with pensions that provide a stable source of income…

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Is a Roth IRA a Qualified Retirement Plan?

The Roth IRA stands out among other types of retirement accounts due to its unique…

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I’m 65 With $800k in an IRA. Should I Convert $100,000 Per Year to a Roth to Avoid RMDs?

Converting to a Roth IRA can be tricky business. For the right household, this is…

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6 Strategies to Protect Your Retirement Income

Retirement planning aims to ensure a steady stream of income that could sustain your lifestyle…

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I’m 64 With $650k in an IRA. Should I Start Converting to a Roth to Avoid RMDs?

You can reduce the impact that taxes have in retirement by converting pre-tax savings into…

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Should I Take a $200,000 Lump Sum or $1,850 Monthly Payments for My Pension?

If you have a pension, your employer will usually give you a choice at retirement:…

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