Tag: retirement
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What the gap between retirement expectations and reality tells us
How much money Americans think they need for retirement and what retirees say they can live on are miles apart.For many folks who are...
Want to Minimize Retirement Taxes? Don’t Follow This Popular Strategy
Aside from drawing down tax-deferred accounts before claiming Social Security, one way to sidestep this “tax torpedo” is by having Roth assets.Remember, for someone...
On the Verge of Retirement: How Should You Handle Your IRA?
When you retire, you make the final shift from the era of wealth accumulation to wealth management.This is a big deal. Managing your IRA...
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...
9 Steps To Retire a Millionaire If You’re in Your 40s and Have Never Invested
Becoming a millionaire sounds possible when you’re young and see everything full of possibility. But what if you started out late in the game...