Retirement-plans
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Five Early Retirement Mistakes to Avoid
These early retirement mistakes can douse your FIRE (Financial Independence, Retire Early) efforts.
By Jacob Schroeder Published
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How to Capitalize on Self-Directed Brokerage Accounts
The wider array of investment choices in SDBAs could help a savvy investor grow their nest egg faster than they could with a traditional 401(k) retirement plan.
By Stephen B. Dunbar III, JD, CLU Published
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Three Reasons to Consider Roth Conversions in Your Peak Earnings Years
It might seem counterintuitive, but there are scenarios in which it would make sense to lock in lower marginal tax rates.
By Evan T. Beach, CFP®, AWMA® Published
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How a Roth Conversion Can Spare You From Medicare’s IRMAA and Taxes
If you've been a good saver and face large required minimum distributions (RMDs), then you need to plan for how to head off or limit higher Medicare premiums.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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401(k) Plans: What You Know Now Could Save You Later
Are 401(k) plans really worth it? Here's how they work and the five advantages of owning a plan. Your older self will thank you for investing in one.
By Adam Shell Published
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Three Key Facts to Know About Your RMDs
If any of your retirement savings are in a tax-deferred account, then you will face required minimum distributions (RMDs). Not having a strategy could prove costly.
By Kevin Divecha, CRFA Published
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10 Cheapest Small Towns to Live In
real estate The cheapest small towns might not be for everyone, but their charms can make them the best places to live for plenty of folks.
By Dan Burrows Last updated
real estate -
This Act Has Been Protecting Your Retirement Plans For 50 Years
ERISA, which turns 50 this year, safeguards pensions and 401(k) plans. But it has limitations.
By Sandra Block Published
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Required Minimum Distributions (RMDs): Key Points to Know
RMDs Here are some basics to know about RMDs and how these distributions can impact your taxes.
By Kelley R. Taylor Last updated
RMDs