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Retirement
How Much Money Is Needed to Retire at Age 60?
If you plan to retire at 60, you’ll need a clear picture of your future…
I’m 60 With a $920k in Retirement Savings and Expect a $2,250 Social Security Check at FRA. What’s My Retirement Budget?
In your early 60s, for most households, attention shifts from wealth accumulation to wealth management.…
We’re in Our Early 60s with $1.4 Million in Investments. Can We Afford to Withdraw $90k Per Year in Retirement?
There are going to be many factors that help you determine if you’re ready to…
I’m 55 With $900,000 in an IRA. Should I Convert $100,000 Per Year to a Roth to Avoid RMDs?
At age 55 with $900,000 in a traditional individual retirement account (IRA), converting $100,000 per…
Can a Nursing Home Take Our Assets? We Have $800,000 in Investments and Our Home Is Paid Off
Nursing home stays and long-term care can cost well over $100,000 per year. To pay for…
I’m 67 With $2 Million in an IRA. How Do I Make Sure This Money Lasts the Rest of My Life?
If you had $2 million saved in an individual retirement account (IRA) by age 67,…
I’m 59 With $1.3 Million in a 401(k). How Do I Make Sure This Money Lasts the Rest of My Life?
Managing your money properly in retirement is critical for ensuring that it lasts as long…
I’m 63 With a $1.6 Million Net Worth and $4,500 in Monthly Expenses. Can I Retire Now?
With a $1.6 million net worth and $4,500 in monthly expenses, retiring at 63 is…
401(k) Rollover vs. IRA Rollover
When you change employers, you may be required to roll over your 401(k) funds from…
How to Save Money for Traveling During Retirement
Traveling during retirement is one of the main goals that a lot of people have…
This Is My First Year Taking Social Security. How Do I Reduce My Taxes on It?
As your first year of retirement progresses, it’s important to evaluate whether the financial plan…
When Should I Take My First RMD?
You may not be thinking about required minimum distributions (RMDs) throughout your career, but chances…
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