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Retirement
I’m 63 With $1 Million in an IRA. Should I Convert $100,000 a Year to a Roth to Avoid RMDs?
If you’re 63 years old with $1 million in a traditional IRA, you may be…
What Is a Non-Qualified Stretch Annuity?
A non-qualified stretch annuity extends the payout of an inherited annuity over time, rather than…
What to Do Six Months Before Retirement: Checklist
The final six months before retirement are some of the most important. During this window,…
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…
5 Smart Money Moves to Make With Your RMDs
Once you begin taking required minimum distributions (RMDs) at age 73, you must withdraw a…
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.…
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