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Retirement
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,…
Do Retirees Need an Umbrella Insurance Policy?
Umbrella insurance serves as supplemental liability coverage that activates when your standard policies reach their…
We’re 62 and Have $1.6 Million in Our 401(k)s. Should We Pivot to Roth Contributions?
By your early 60s, you’ll likely be paying close attention to your finances and retirement…
The 5 Worst Retirement Mistakes to Avoid at All Costs
To do retirement right you need a disciplined savings plan, a good understanding of Social…
We Are 65 With $1.9 Million in a 401(k) and IRA, and $5,200 Monthly From Social Security. What’s Our Retirement Budget?
To really build a complete retirement budget as a couple, you’ll need to take into…
I’m 62 With $1 Million in a 401(k). Should I Convert $100,000 Per Year to a Roth IRA to Avoid RMDs?
Retirees with significant assets often have to plan around required minimum distributions (RMDs). If you already…
The Cost of Living in a Retirement Community in Every State
Retirement living communities aim to fit needs of people age 55 and older, with amenities…
I’m Selling My House and Netting $800k. Can I Avoid Taxes While Downsizing for Retirement?
When you sell a primary residence, the IRS allows you to exclude from your capital…
Retirement Strategies for Small Business Owners
Whether you just launched your small business or have been running your own shop for…
FIRE Blogs and Websites You Need to Know
The Financial Independence Retire Early (FIRE) movement has been gaining steam in recent years as…
I’m Going to Get $3,000 Per Month From Social Security. How Can I Reduce My Taxes?
When determining your income taxes in retirement and on your Social Security benefits, the IRS…
I Have $850,000 in an IRA and Would Receive $2,800 Monthly from Social Security. Can I Retire at 65?
For many retirees, prudent withdrawals from a wisely invested portfolio combined with Social Security benefits…
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