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Retirement
How to Collect a Pension From a Former Employer
Many people leave behind pension benefits when they change jobs, and claiming them later can…
Do 401(k) Loans Show Up on Your Credit Report?
A 401(k) loan does not appear on your credit report because it isn’t considered a…
Roth IRA vs. Index Fund: What’s the Difference?
The comparison between a Roth IRA and an index fund often mixes structure with strategy—one…
Is $4 Million Enough to Retire at 60?
If you have $4 million saved for retirement, you have significantly more than the average…
I’m 60 With a $920k in Retirement Savings and Expect a $2,250 Social Security Check at FRA. What’s My Retirement Budget?
In your early 60s, for most households, attention shifts from wealth accumulation to wealth management.…
Is $1.5 Million Enough to Retire at 55?
Is $1.5 million enough to retire at 55? That figure may offer a solid base,…
Is $3 Million Enough to Retire at 60?
Whether $3 million is enough to retire at 60 depends in part on how much…
Is $2 Million Enough to Retire at 60?
Whether $2 million is enough to retire at 60 depends on how much you plan…
What Happens If You Don’t Take Your RMD by April 15?
While there are reporting requirements on your tax return due April 15 regarding your RMDs,…
I’m 50 With $650k in My 401(k). Should I Pivot to Roth Contributions?
At age 50, Roth contributions might be valuable, for the right household. With a Roth portfolio,…
I Inherited My Husband’s 401(k) With $615k. How Do Handle This Money to Reduce Taxes?
Inheriting a retirement account can be complicated.With a retirement account that you opened, you’re referred…
I’m a 51 Year Old Divorced Dad. I Have $780k in My 401(k) and Contribute the Maximum. Can I Retire in 10 Years?
Dependents can change everything.When it’s just you, or you and a partner, you have more…
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