Retirement
Latest Retirement News
I Have $1.1 Million in My 401(k). What Should I Do With It When I Retire?
Leaving the workforce changes many aspects of your 401(k), and once you retire you will have to make a number…
Traditional IRA vs. Rollover IRA: Key Differences and Examples
If you have ever changed jobs or you have already started saving for retirement, you have likely encountered both Traditional…
Should You Budget for a Mini-Retirement? Pros, Cons and Examples
A mini retirement is a planned, extended break from full-time work that’s taken before traditional retirement age. Unlike a vacation…
How to Retire Early With a 401(k): Rules and Strategies
Retiring early with a 401(k) requires understanding how to access funds before the standard retirement age without triggering heavy penalties.…
State Tax on 401(k) Withdrawals: General Rules and Strategies
While federal taxes apply uniformly, the way states tax 401(k) withdrawals can vary widely. Some states fully tax 401(k) distributions,…
Does a Roth Conversion Count as an RMD? Retirement Tax Guide
When it comes to managing retirement income, taxes can be one of your biggest – and most overlooked – expenses.…
Can You Change Your 401(k) Contribution at Any Time?
Your 401(k) plays a key role in helping you save for retirement, but life events can affect how much you’re…
Are Part-Time Employees Eligible for 401(k)s?
For years, many part-time workers were excluded from 401(k) participation, leaving them with fewer ways to save through an employer.…
How to Build a Retirement Portfolio at Age 70
At age 70, retirement is no longer a distant goal—it’s your current reality. Whether you’re newly retired or reevaluating your…
What to Do Six Months Before Retirement: Checklist
The final six months before retirement are some of the most important. During this window, you’ll want to fine-tune your…
