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Retirement
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…
Can You Roll Over a 401(k) Into a 403(b) Account?
The IRS does permit rollovers between these 401(k) and 403(b) plans, allowing you to consolidate…
Pension vs. 403(b): Pros and Cons for Each
Pensions and 403(b) plans represent two distinct ways to save for retirement, each with its…
I’m 63 With $1.35 Million in My IRA and a $2,200 Social Security Check. What’s My Retirement Budget?
By your 60s, most of your retirement foundation is already in place. While you may…
403(b) vs. Pension: Retirement Plan Comparison
A 403(b) plan is common in public schools, nonprofits and religious groups. It is a…
Can I Withdraw From My 457 While Still Employed?
Planning for retirement often comes with questions about when and how you can tap into…
How Long Does It Take to Get a 401(k) Loan?
How long it takes to get a 401(k) loan can vary depending on your employer,…
Can You Convert an Inherited IRA to a Roth? Rules and Taxes
Roth IRAs are known for tax-free growth and distributions in retirement. However, inherited IRAs come…
I’m 78 With $735k in my 401(k). How Should I Handle My RMDs?
The IRS mandates withdrawals from pre-tax retirement accounts once you reach a certain age. These…
I’m 58 With $680k in My 401(k). Does It Make Sense to Pivot to Roth Contributions?
Roth IRAs can be appealing because they allow tax-free withdrawals and have no required minimum…
Deferred Compensation Plan vs. 401(k): Key Differences
Planning for retirement can feel overwhelming, but fortunately, there are several savings tools available to…
How to Withdraw Money From Your 401(k) Before Retirement
Tapping into your retirement savings early may seem like a risky idea, but there are…
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