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Retirement
I’m 65 and Retiring Soon. How Should I Structure My $890k Portfolio?
Do you have a backup plan?This is one of the key questions when it comes…
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…
I’m 50 With $875k in My 401(k) and $5,000 in Monthly Expenses. When’s the Soonest I Can Retire?
Whether you’re making a budget or planning your retirement date, it typically comes down to…
What’s a Realistic Retirement Budget? I’m 55 With $620k Saved and $68k Income
There are two common ways to think about a retirement budget: you can start with…
My Mother Has $260k in an IRA. Is a Nursing Home Able to Take It?
A nursing home cannot directly seize funds held in an individual retirement account (IRA). However,…
Do Roth IRA Gains Get Taxed?
How Roth IRA gains are taxed depends on when and why you withdraw the money.…
Do Seniors Over 80 Have to Pay Income Tax?
Reaching your 80s doesn’t automatically mean saying goodbye to income taxes. Many retirees live on…
What’s a Realistic Retirement Budget? I’m 60 With $740k Saved on an $85k Salary.
For most of your working career, the focus of your retirement planning is on accumulating…
What’s a Realistic Retirement Budget? I’m 66 With $1.1k in a 401(k), Another $80k in Savings and I’ll Have $2,800 Social Security
A retirement budget compares expected income with planned expenses to see whether spending fits within…
Can You Open a Roth IRA for Your Adult Child?
A Roth IRA offers tax-free growth and tax-free withdrawals in retirement, which can benefit young…
Is There an Income Cap for a Roth IRA?
Roth IRAs allow your savings to grow tax free and allow tax free withdrawals in…
How to Use an HSA to Pay for COBRA
You can use money from a health savings account (HSA) to pay for COBRA health…
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