Tag: Roth IRA
Can We Retire at 62 With $690K In A Roth IRA, $1,800 In Social Security, And No Mortgage — But $500 A Month In...
Retiring at 62 sounds doable when the house is paid off and there's a solid nest...
I’m 62 With $900K in a 401(k). Should I Convert $90K Per Year to Cut Taxes and RMDs?
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Upgrade these 5 things immediately once you start making ‘good’ money. How many bottom-tier options are hurting you?
While much of financial advice is focused on spending less and saving money, there are...
We’re considering converting our Roth IRAs before one of us dies. Will it spare our family tax headaches?
Tax and estate planning isn’t for the faint of heart. The rules are complex and...
I retired at 60 and have an untouched $700k nest egg. Are RMDs going to skyrocket my taxes owed?
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Will a Trust and a $500k Roth IRA Protect Our Savings From a Nursing Home?
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I inherited my mom’s IRA and must take $10K in 2025 RMDs, but there’s no cash. What should I liquidate?
Dealing with the death of a loved one is hard enough. Having to navigate the...
Withdrawal rules for Roth and traditional IRAs
An IRA withdrawal is when you take money out of your individual retirement account (IRA). You’re...
Suze Orman once shared the best way to avoid the Social Security ‘tax torpedo.’ How you can dodge it and retire richer
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What the New IRS 401(k) and IRA Limits Mean for You
IRA contribution limits are rising to...
I’m 62 With $890k in a 401(k), $115k in a Roth and Social Security. What’s a Realistic Retirement Budget?
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Should I Convert 15% of My 401(k) Each Year to a Roth to Avoid RMDs?
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