Tag: financial advisor
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Why Working Longer to Max Out Social Security Isn’t a Sure Bet
As a 2022 report from the National Bureau of Economic Research noted, “Americans are notoriously bad savers. Large numbers are reaching old age too...
At 65, With $120k Left on Our Mortgage, Should We Use Our $650k IRA to Pay It Off?
SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. Should you prioritize debt or savings? This...
I’m Expecting $3,000 in Social Security Each Month. What Strategies Can Reduce My Tax Burden?
SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. When determining your income taxes in retirement...
RMD Timing: Is It Better to Withdraw Early or Late in the Year?
People often think they don’t have any choice about taking the IRS-mandated required minimum distributions from their retirement accounts – but they do. While...
84% of Retirees Are Getting This RMD Rule Wrong, Study Finds
Using an RMD approach, a retiree simply sticks to the minimum required distributions each year. This strategy does have several notable advantages over a...