Retirement
There is no age limit on Roth conversions, so you can transfer pre-tax savings into a Roth IRA regardless of…
More and more retirees are being taxed on Social Security benefits. Legislative changes over the decade have shaped the age…
For many Americans, Social Security benefits make up significant part of their retirement income. Therefore, it’s important to understand which…
Retirement planning can be complicated. But ignoring the tax consequences of your retirement income can take a bite out of…
The accumulation phase is the period in your working life when you’re saving money for retirement. It starts from your…
The allure of living abroad can promise a better climate, a lower cost of living and a higher quality of…
Say that, as a married couple, you have $1.4 million in your IRAs and, at age 66, expect about $4,100…
Members of the Millennial generation face special challenges including high levels of student loan debt and inflated housing costs when…
Converting a 401(k) into a Roth IRA can be appealing for several reasons. Not only can you make qualified withdrawals…
Unlike most personal finance questions, the answer to this one is short and simple: yes, waiting until April 1st to…