Questions to Ask a Financial Advisor About Retirement
What are some questions to ask a financial advisor about retirement to make sure you are thinking about all the important issues and that your
What are some questions to ask a financial advisor about retirement to make sure you are thinking about all the important issues and that your
This simple retirement calculator will help you quickly see if you are ready to retire. You can also use this retirement calculator to see how
This 403b calculator can help you whether you need to know how much you should be contributing to your 403b or if you are nearing
If you are wondering whether you can reinvest your required minimum distribution, then chances are you have one coming up that you realize you don’t
Taxes are an unavoidable truth of retirement planning and investing. However, avoiding capital gains tax on stocks is a good way to lower your total
Your vested balance is the amount of money in your retirement account that belongs to you. If you quit your job or leave your employer, your
Fair warning, this post is a departure from my normal articles on retirement planning. I had an opportunity to meet one of the founding fathers
The simple fact that you are retired doesn’t mean you can’t contribute to an IRA. You can still contribute to an IRA if you are
It is possible to retire on 500k in retirement savings, but you’ll need to do some careful planning. There aren’t many universal answers to retirement
If you contributed too much to your 401k you may end up owing a penalty. Depending on when you realize that you have contributed too
There are two different annual limits on 401k contributions. The elective deferrals limit, and the annual additions limit. Your employer match counts toward one, but
Want to know how long your money will last with systematic withdrawals? Use the retirement withdrawal calculator to give you a good reference point. It’s
In-kind distributions can sometimes provide tax or other benefits that a cash distribution doesn’t. So what is an in-kind distribution? Any distribution NOT made in
As for dramatic names, the Goodman Triangle wins the competition with the moniker “Unholy Trinity of Life Insurance”. Maybe I watched too many horror movies
If you have $600,000 saved toward retirement can you retire? It may be possible. It really all depends on what is important to you in
Market dips are inevitable. If you have been saving for retirement for decades, then you are no doubt aware of market fluctuations and have weathered
In this article I’m going to explain what index investing is and why it is such a good strategy for your retirement. This article goes
What are the risks of relying on dividends for retirement income? Like most things used in moderation there isn’t anything wrong with dividends, or the
That’s not a typo. While asset allocation is a common investment term, asset location is an often overlooked aspect of retirement planning. That is unfortunate
The purpose of accumulating retirement savings with tax-advantaged retirement accounts is to withdraw an income that will last for the duration of your retired lifetime.
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