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Retirement
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…
Understanding 401(k) Contribution Errors
Correcting 401(k) contribution errors involves identifying the mistake, adjusting future contributions and potentially making retroactive…
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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