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Retirement
Can You Contribute to a Roth IRA Without Having Earned Income?
You generally need earned income—such as wages, tips, or self-employment income—to contribute to a Roth…
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…
What Happens If You Default on a 401(k) Loan?
If you default on a 401(k) loan, the balance is usually treated as a taxable…
Can I Cash Out My 401(k) While Still Employed?
While some retirement plans allow in-service withdrawals, most discourage early access with penalties, taxes and…
Should You Take a 401(k) Loan for Home Improvement?
Using a 401(k) loan for home improvement may feel like an easy solution to unexpected…
Can a Child Collect the Pension of a Deceased Parent?
When a parent passes away, one of the biggest financial questions families face is whether…
How to Repay a 401(k) Loan After Leaving a Job
Unlike traditional loans, a 401(k) loan is tied to your employer-sponsored retirement plan. That means…
How to Avoid Taxes on a 457(b) Withdrawal: Strategies and Examples
Planning how and when to withdraw money from your retirement accounts can have a big…
Will Converting $500k to a Roth IRA Affect My Medicare Premiums?
Medicare premiums are based on taxable income and a sudden increase can raise your costs.…
Can You Max Out a 401(k) and an IRA? Strategies for Both
Combining a 401(k) from work with an IRA can help you grow savings faster and…
CD vs. Roth IRA: Which Should You Invest in for Retirement?
Certificates of deposit (CDs) and Roth IRAs play different roles in retirement planning. CDs provide…
Annuity vs. Roth IRA: Pros and Cons for Retirement Income
When planning for retirement, one of the biggest decisions you’ll face is how to generate…
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