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Retirement
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…
What Are the Pros and Cons of a Defined Benefit Plan?
Defined benefit plans, often referred to as traditional pensions, offer a reliable stream of income…
Is There Anything Better Than an Annuity for Retirement?
Annuities are often marketed as a retirement solution because they offer guaranteed income streams that…
Safe Withdrawal Rate By Age: How to Calculate
Planning how much to withdraw in retirement often starts with understanding the safe withdrawal rate…
5 Reasons You May Want to Take Social Security Early
Deciding when to claim Social Security can be one of the most important retirement decisions…
SEP vs. Annuity: Which Is Better for the Self-Employed?
If you’re self-employed, saving for retirement is your responsibility. Two common tools are SEP IRAs…
Maximum Social Security Benefit If You’re Born in 1958
If you were born in 1958, 2025 is a milestone year. You’ll be turning 67,…
Can I Cash Out My 401(k) at Age 62? Pros and Cons
Cashing out a 401(k) at age 62 is allowed, but it comes with trade-offs many…
How to Roll Over a 401(k) to a 403(b)
Rolling over your 401(k) to a 403(b) is only an option if you start a…
When Can You Retire If You Were Born in 1959?
If you were born in May 1959, you are turning 66 in 2025. This puts…
Can 401(k) Participants Also Make SEP IRA Contributions?
Many people who contribute to a 401(k) wonder if they can also make SEP IRA…
5 Strategies to Convert Retirement Assets Into Income
Saving for retirement is only half the battle. Once you leave the workforce, you’ll need…
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