Retirement
When you’re in your 30s, retirement may be far from your mind. But saving for retirement in your 30s is…
Understanding 401(k) non-spouse beneficiary rules is key for anyone planning their estate and retirement. When a non-spouse inherits a 401(k),…
Unexpected expenses could creep up in retirement and put your nest egg at risk. These can include healthcare, housing or…
Building up some retirement savings in a Roth account when you already have a significant traditional 401(k) at age 55…
Creating a reliable and adequate income stream from investments is one of the main goals of retirement planning. Learning how…
Tax-advantaged retirement accounts such as traditional and Roth IRAs are important tools for retirement planners accumulating wealth to provide for…
Leaving the workforce doesn’t necessarily mean leaving employer-provided health insurance behind. Some companies continue to offer retirees health coverage, even…
As one of a handful of states with no state income tax, Texas is one of the more financially attractive…
Choosing the best time of year to retire is largely subjective as it can impact your taxes, healthcare costs, retirement…
Determining whether a Civil Service Retirement System (CSRS) retiree can collect spousal Social Security benefits isn’t always easy. Typically, because…
Understanding when 401(k) contributions stop is essential for employees who want to maximize their retirement savings. Contributions to a 401(k)…
Unlike traditional IRAs, contributions to a Roth IRA are made with after-tax dollars, meaning that withdrawals in retirement are tax-free.…