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Retirement
I Have $1.1 Million in My 401(k). What Should I Do With It When I Retire?
Leaving the workforce changes many aspects of your 401(k), and once you retire you will…
Do Retirees Need an Umbrella Insurance Policy?
Umbrella insurance serves as supplemental liability coverage that activates when your standard policies reach their…
80% Rule for Retirement: How It Works and Example
Retirement planning often comes down to one big question. How much money will you really…
What Is a Group Annuity? Common Uses, Pros and Cons
A group annuity is a retirement savings contract typically offered through an employer that pools…
Early Withdrawal Penalties for Annuities and Exceptions
Because annuities are designed to provide long-term income, accessing funds too early can trigger an…
Pension vs. 403(b): Pros and Cons for Each
Pensions and 403(b) plans represent two distinct ways to save for retirement, each with its…
I’m 63 With $1.35 Million in My IRA and a $2,200 Social Security Check. What’s My Retirement Budget?
By your 60s, most of your retirement foundation is already in place. While you may…
403(b) vs. Pension: Retirement Plan Comparison
A 403(b) plan is common in public schools, nonprofits and religious groups. It is a…
Can I Withdraw From My 457 While Still Employed?
Planning for retirement often comes with questions about when and how you can tap into…
How Long Does It Take to Get a 401(k) Loan?
How long it takes to get a 401(k) loan can vary depending on your employer,…
Can You Convert an Inherited IRA to a Roth? Rules and Taxes
Roth IRAs are known for tax-free growth and distributions in retirement. However, inherited IRAs come…
I’m 78 With $735k in my 401(k). How Should I Handle My RMDs?
The IRS mandates withdrawals from pre-tax retirement accounts once you reach a certain age. These…
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