Retirement
With a rollover IRA, you transfer money from a 401(k) or other employer-sponsored account into a new individual retirement account.…
When it comes to evaluating your retirement options, this might be the single most important question in finance. Your age…
At its most basic, creating a retirement budget is all about money in vs. money out. You figure out what kind…
Converting a 401(k) into a Roth IRA can be appealing for several reasons. Not only can you make qualified withdrawals…
Unlike most personal finance questions, the answer to this one is short and simple: yes, waiting until April 1st to…
Annuities can provide steady income for as long as you live, which is one reason a senior might purchase one.…
Every year, the Social Security Administration (SSA) issues what is known as the Cost of Living Adjustment, or COLA. This…
A Roth IRA is an account, not an investment, so once you’ve put money into the account it still must…
People with Roth IRAs generally have to wait five years before withdrawing earnings from their account. But the devil is…
Annuities can offer financial stability through a steady stream of income, but they can also impact your long-term financial health.…
Figuring out when you can afford to retire often comes down to determining whether your assets will produce enough annual…
Deciding between taking a lump sum or monthly payments involves assessing a number of factors, including some that are difficult…