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Retirement
Breaking Down Inflation Under Trump vs. Biden
Inflation under Trump and Biden reflects two very different economic backdrops. During Trump’s first presidency,…
What Is the Average Social Security Check at Age 63?
Social Security is a key source of income for many retirees. With that in mind,…
Do Seniors Over 80 Have to Pay Income Tax?
Reaching your 80s doesn’t automatically mean saying goodbye to income taxes. Many retirees live on…
What’s a Realistic Retirement Budget? I’m 60 With $740k Saved on an $85k Salary.
For most of your working career, the focus of your retirement planning is on accumulating…
What’s a Realistic Retirement Budget? I’m 66 With $1.1k in a 401(k), Another $80k in Savings and I’ll Have $2,800 Social Security
A retirement budget compares expected income with planned expenses to see whether spending fits within…
Can You Open a Roth IRA for Your Adult Child?
A Roth IRA offers tax-free growth and tax-free withdrawals in retirement, which can benefit young…
Is There an Income Cap for a Roth IRA?
Roth IRAs allow your savings to grow tax free and allow tax free withdrawals in…
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.…
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