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Retirement
How Getting Married Impacts Your Roth IRA
Getting married does not automatically impact your Roth IRA. Your portfolio and its tax status…
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.…
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…
Guide to Retirement Planning for Millennials
Members of the Millennial generation face special challenges including high levels of student loan debt…
I’m 59 With $1.3 Million in a 401(k). Should I Convert $130,000 Per Year to a Roth to Avoid RMDs?
Converting a 401(k) into a Roth IRA can be appealing for several reasons. Not only…
I Waited to Take My First RMD Until April 1st. Will This Affect My Second Year’s RMD?
Unlike most personal finance questions, the answer to this one is short and simple: yes,…
Types of Annuities for Seniors to Consider
Annuities can provide steady income for as long as you live, which is one reason…
When Does Social Security Increase?
Every year, the Social Security Administration (SSA) issues what is known as the Cost of…
How to Make Investments in Your Roth IRA
A Roth IRA is an account, not an investment, so once you’ve put money into…
My RMDs Start Soon So I Want to Convert $900k to a Roth, but I’m Getting Conflicting Info About Having to Wait 5 Years to Use the Money
People with Roth IRAs generally have to wait five years before withdrawing earnings from their…
6 Questions to Ask Before Buying an Annuity
Annuities can offer financial stability through a steady stream of income, but they can also…
I Have $500k in a Roth IRA, and Will Receive a Combined $2,000 a Month From a Pension and Social Security. Can I Retire at 62?
Figuring out when you can afford to retire often comes down to determining whether your…
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