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Retirement
How to Roll Over a 401(k) to a 403(b)
Rolling over your 401(k) to a 403(b) is only an option if you start a…
We’re 62 and Have $1.6 Million in Our 401(k)s. Should We Pivot to Roth Contributions?
By your early 60s, you’ll likely be paying close attention to your finances and retirement…
Can 401(k) Participants Also Make SEP IRA Contributions?
Many people who contribute to a 401(k) wonder if they can also make SEP IRA…
5 Strategies to Convert Retirement Assets Into Income
Saving for retirement is only half the battle. Once you leave the workforce, you’ll need…
When Can You Retire If You Were Born in 1959?
If you were born in May 1959, you are turning 66 in 2025. This puts…
How Much Should I Have in My 403(b) to Retire?
Wondering how much you should have in your 403(b) to retire comfortably? It’s a common…
What Is the Typical Wage Replacement Rate?
A key question in retirement planning is how much of your income you’ll need to…
Rule of 110: How to Calculate and Examples
When building an investment strategy, your asset allocation is one of the most important decisions…
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,…
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