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Retirement
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 You Retire at 35 If You’ve Saved $1 Million?
The idea of retiring early with $1 million by age 35 is appealing. But, whether…
Can You Max Out a 401(k) and an IRA? Strategies for Both
Combining a 401(k) from work with an IRA can help you grow savings faster and…
CD vs. Roth IRA: Which Should You Invest in for Retirement?
Certificates of deposit (CDs) and Roth IRAs play different roles in retirement planning. CDs provide…
Annuity vs. Roth IRA: Pros and Cons for Retirement Income
When planning for retirement, one of the biggest decisions you’ll face is how to generate…
When and How to Consolidate 401(k) Accounts
Managing multiple 401(k) accounts from past employers involves tracking different fees, investment options, and statements.…
I’m 67 With $680k in My 401(k). Should I Convert to a Roth IRA to Avoid RMDs?
If you need retirement funds for living expenses now, paying taxes on a Roth conversion…
How Much Do You Lose By Retiring at 62? Benchmarks and Examples
How much you can lose by retiring at 62 depends on Social Security, savings growth,…
How to Use Dividend Investments for Early Retirement: Examples
Retiring early is possible for many people, but it requires smart planning and reliable income…
Mega Backdoor Roth vs. Backdoor Roth: Benefits and Limits
High earners often weigh the mega backdoor Roth against the backdoor Roth to expand tax-free…
How to Retire at 62 With Little Money: Tips and Example
Retiring at 62 with little money can feel daunting, but it is possible with the…
Do Pensions Run Out of Money? Rules and Risks
For generations, pensions have been regarded as the gold standard of retirement security, offering guaranteed…
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