Tag: retirement planning
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I Have $640k in a 401(k) – What’s the Best Way to Convert to a Roth and Save on Taxes?
SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. Converting a 401(k) to a Roth IRA...
27 Things Retirees Should Do With Their Money Right Now
TravelMany retirees have accumulated a lifetime of possessions. But as the old saying goes, “You can’t take it with you.”Once it’s safe to start...
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...
In Our 50s With $1 Million in 401(ks): Should We Switch to Roth Contributions Before Retiring?
Should you make 401(k) or Roth IRA contributions?In a perfect world, the answer would be both. If you have the means, maximizing your traditional...
Is $2.5 Million the Magic Number for a 60-Year-Old’s Retirement?
With careful planning, $2.5 million can fund a comfortable retirement starting at age 60. But as with any major life transition, retirees must weigh...