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Retirement
What Is a Social Security Statement?
A Social Security statement is a document provided by the Social Security Administration (SSA) that…
Can I Use My RMDs to Transfer Money Into My Roth IRA?
If you’re taking a required minimum distribution from an IRA, 401(k) or other tax-deferred account and…
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…
What Is a Social Security Statement?
A Social Security statement is a document provided by the Social Security Administration (SSA) that…
Does VA Disability Affect My Social Security Retirement Benefits?
As you plan for your retirement and financial future, you may wonder, does VA disability…
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…
Retirement Planning Strategies for Teachers
Many teachers in the U.S. retire with pensions that provide a stable source of income…
Is a Roth IRA a Qualified Retirement Plan?
The Roth IRA stands out among other types of retirement accounts due to its unique…
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…
6 Strategies to Protect Your Retirement Income
Retirement planning aims to ensure a steady stream of income that could sustain your lifestyle…
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…
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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