Tag: retirement plan
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How to Make Your $1 Million IRA Last the Rest of Your Life at 70
Compared to many retirees, you are in an enviable position with $1 million socked away in your IRA at 70. Still, living a secure,...
Why 401 (k) investors ignore ‘keep cool’ advice when markets tank
You would think people have learned to stay the course with their retirement accounts when the stock market gets shaky.Unfortunately, not so.A new report...
Netting $800k from Your Home Sale? Learn How to Minimize Taxes While Downsizing
When you sell a primary residence, the IRS allows you to exclude from your capital gains taxes the first $250,000 of profits if you...
Is It Smart to Shift to Roth Contributions at 62 with $1.6 Million Saved?
Imagine that you’re 62 years old and married with $1.6 million in 401(k)s that you’re still contributing to. Should you stop all pre-tax contributions...