Tag: retirement
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I’m 70, have $1.5 million in a 401(k), and just started Social Security. Is it too late for a Roth conversion?
There’s a benefit to saving for retirement in a traditional 401(k) during your working years. Because you get a tax...
I’m a Financial Planner: 6 Biggest Budgeting Mistakes Clients Make in Their First Year of Retirement
Retirement is a major milestone in life, one that generally requires a good deal of planning. Not everyone is fully...
8 Ways Baby Boomers Become Poor in Retirement
As the baby boomer generation enters retirement, a growing number of them face unexpected financial challenges that threaten their retirement...
Should I Take a $48,000 Lump Sum or $462 Annuity Payments?
SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. Buyout decisions...
Ask an Advisor: We’re 65, Have $1 Million, and Want to Live on $90K a Year. Is That Feasible?
My wife and I are both 65 years old. She will retire this year and I’ll work until I’m 67....