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Retirement
How Much Should I Have in Retirement Savings at 55?
At 55, many people are about 10 years from retirement and may wonder how much…
How to Withdraw From Your 401(k) After Age 60
Reaching age 60 is a major financial milestone, particularly when it comes to your 401(k)…
How to Use an HSA to Pay for COBRA
You can use money from a health savings account (HSA) to pay for COBRA health…
I’m 65 With $950k in an IRA. Is It Worth It to Convert $150k per Year to a Roth IRA to Avoid RMDs and Retirement Taxes?
A Roth IRA conversion is available any time you have money in a qualifying pre-tax…
Medicare vs. Obamacare: Costs, Benefits and Enrollment
When comparing Medicare and Affordable Care Act (ACA or Obamacare) coverage, it helps to look…
Can You Use HSA for Health Insurance Premiums After Retirement?
A health savings account (HSA) can support your retirement plan through tax-deductible contributions, tax-free growth…
Inherited Non-Qualified Stretch Annuities: Rules and Taxes
An inherited non-qualified stretch annuity pays out over many years instead of all at once.…
I’m 63 With $700k in an IRA. Should I Convert $70k per Year to Avoid RMDs and Taxes in Retirement?
You can make a Roth IRA conversion at any time, as long as you have…
What Is a Stretch Annuity and How Does It Work?
A stretch annuity lets a beneficiary receive inherited annuity payments over an extended period rather…
What Is a Non-Qualified Stretch Annuity?
A non-qualified stretch annuity extends the payout of an inherited annuity over time, rather than…
How to Build a Roth IRA Portfolio for Long-Term Growth
A Roth IRA is a tax-advantaged retirement account many people use to build long-term savings,…
When I Claim My $3,200 Social Security, Will My Wife Automatically Get a Spousal Benefit?
Spousal benefits are Social Security payments based on a spouse’s lifetime earnings record, and a…
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