Tag: retirement income
I’m 62 With $900K in a 401(k). Should I Convert $90K Per Year to Cut Taxes and RMDs?
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My 401(k) contributions are disappearing days after my employer deposits them — is this normal or a red flag?
When you make contributions to your 401(k), the funds that you put into your account...
Here are the worst ages to claim Social Security. Is your timing all wrong?
Many people wonder what the “perfect” age is to claim Social Security benefits. Filing...
3 Key Things Every Retiree Must Know About Social Security in 2026
Social Security is one of the most important sources of...
3 Tax-Free Income Sources Every Retiree Should Know About
Roth account withdrawals are yours to enjoy without the IRS getting in...
Lagging 401(k) Balances Give Gen Xers Retirement FOMO
It’s a good thing that Ferris Bueller and his Gen X friends really lived it up...
The Lifestyle a $3 Million Retirement Portfolio Can (and Can’t) Support
A $3 million portfolio using the...
401(k), Social Security, or pension? The order you choose can mean financial health or disaster. Get it right in 2026
For most people, Social Security is the linchpin of their retirement. According to a 2024 survey...
States That Let You Keep Every Dollar You Earn
South Carolina is another state that doesn’t tax Social Security income....
I’m 55 with $500K in my 401(k) and hope to retire with $1M in 10 years. Is that realistic?
For many Americans, hitting the $1 million mark may feel like a kind of retirement summit...
This former minimum-wage worker retired at 39 with $3.5M. Now he’s living on $185K a year in Dubai. How did he do it?
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Is Converting $160k a Year to a Roth at 62 a Good Strategy to Avoid RMDs?
Converting your 401(k) to a Roth portfolio will allow you to entirely avoid RMDs. This...