Retirement
Latest Retirement News
Why Invest in a Roth IRA?
Unlike traditional IRAs, contributions to a Roth IRA are made with after-tax dollars, meaning that withdrawals in retirement are tax-free.…
How to Uncover Hidden 401(k) Fees
Many employees rely on 401(k) plans for retirement savings. But hidden fees in 401(k) plans, including administrative costs, investment fees…
Differences in the Types of Retirement Plans
There are many retirement plans available to help you save for your golden years. 401(k)s, IRAs and Roth IRAs offer…
9 Steps to Planning for Retirement
Planning for retirement involves a series of well-defined steps that aim to maintain financial stability and offer greater peace of…
What Is an Active Participant in a Retirement Plan?
Active participation in a retirement plan refers to an individual being involved in an employer-sponsored retirement program, like a 401(k)…
I’m 52 With $1.6 Million in a Taxable Brokerage Account and $1.1 Million in an IRA. Can I Retire Now?
It can be financially feasible to retire when projected retirement income equals or exceeds projected retirement expenses. In many cases,…
When Can My Spouse Claim Social Security Benefits?
Knowing when a spouse can claim Social Security benefits can significantly impact retirement planning. Spousal benefits allow one partner to…
What Is the Solo 401(k) Contribution Deadline?
A solo 401(k) plan is a powerful retirement savings tool designed specifically for self-employed individuals and business owners without employees.…
How to Make a Retirement Income Plan
When it comes to how to plan for retirement income, start by evaluating your anticipated living expenses, considering healthcare costs…
How to Maximize Retirement Savings
Strategic planning and informed decision-making are key when it comes to how to maximize your retirement savings. By understanding the…
