Tag: retirement planning
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I Have $1.4 Million in My IRA at 65. What’s the Best Way to Make It Last?
Balancing investment risk across a long retirement while also addressing longevity risk is critical. You can...
Report: 34% of Americans Are Second-Guessing Retirement Plans Due to Complex Jargon
Other retirement-related areas where respondents felt shaky was with the two largest, most unpredictable expenses in...
Ask an Advisor: My Husband’s RMDs Start in 2027, and He Has Multiple IRAs. What’s the Best Strategy?
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2 Dividend Stocks and 1 ETF to Prepare for Social Security’s Uncertain Future
Social Security's future looks increasingly uncertain. According to the latest trustee report, the program's trust funds will be depleted by...
Ask an Advisor: I’m 74 With $120k in My 401(k). Should I Get a Financial Planner to Help With RMDs?
RMDs increase your taxable income, so they also increase your tax bill. That can lead to...