Retirement
Latest Retirement News
Roth IRA vs. Index Fund: What’s the Difference?
The comparison between a Roth IRA and an index fund often mixes structure with strategy—one is a retirement account, the…
Is $4 Million Enough to Retire at 60?
If you have $4 million saved for retirement, you have significantly more than the average American household. But is $4…
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. You have a few more…
Is $1.5 Million Enough to Retire at 55?
Is $1.5 million enough to retire at 55? That figure may offer a solid base, but several factors affect whether…
Is $3 Million Enough to Retire at 60?
Whether $3 million is enough to retire at 60 depends in part on how much annual income that portfolio can…
Is $2 Million Enough to Retire at 60?
Whether $2 million is enough to retire at 60 depends on how much you plan to spend, how long you…
What Happens If You Don’t Take Your RMD by April 15?
While there are reporting requirements on your tax return due April 15 regarding your RMDs, the deadlines for taking these…
I’m 50 With $650k in My 401(k). Should I Pivot to Roth Contributions?
At age 50, Roth contributions might be valuable, for the right household. With a Roth portfolio, the question is balancing the…
I Inherited My Husband’s 401(k) With $615k. How Do Handle This Money to Reduce Taxes?
Inheriting a retirement account can be complicated.With a retirement account that you opened, you’re referred to as the original owner.…
I’m a 51 Year Old Divorced Dad. I Have $780k in My 401(k) and Contribute the Maximum. Can I Retire in 10 Years?
Dependents can change everything.When it’s just you, or you and a partner, you have more room to adapt financial plans…
