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Articles On:retirement planning

April 5, 2023

Turn Home Equity Into Income In Retirement

In some high-cost parts of the United States, the homes seniors bought years ago for ...

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March 29, 2023

New Rules on Required Minimum Distributions

Congress late last year revised the rules on required minimum distributions (RMDs) that retirees must ...

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March 15, 2023

Closing the Retirement Income Gap

By the time you reach your 50s, you should start to get a handle on ...

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February 22, 2023

How to Save for Health Care in Retirement

A health savings account provides one of the most-effective strategies to save for health care ...

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January 25, 2023

How a Roth Can Defuse a Retirement Tax Bomb

A Roth 401(k) can defuse a retirement tax bomb. Decades of salting away part of ...

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January 18, 2023

Plan to Live Long: Retirement Advice

When thinking about retirement it pays to plan to live long, to assume longevity and ...

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January 4, 2023

Retirement: Problems with the 4% Rule

The best-known retirement withdrawal strategy has some weaknesses. Here’s what you should know about the ...

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December 28, 2022

Social Security Decisions Involve Both Spouses

Social Security decisions involve both spouses. Getting the most out of your Social Security benefits ...

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December 21, 2022

Should You Pay Off Your Mortgage Before Retirement?

If you plan to pay off your mortgage before retirement, you’re not alone. But that ...

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December 14, 2022

Does a Lump-Sum Payout Make Sense?

Sometimes a lump-sum payout makes sense when planning for retirement. Many employers that provide defined-benefit ...

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