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Why Planning for Retirement is More Complicated Today
Planning for retirement is much more challenging than it was for previous generations, and this post explores why.
Using the Rule of 55 to Take Early 401(k) Withdraws
If you need early access to your employer-sponsored retirement account, you should know about the rule of 55 to help avoid IRS fees.
Tips on How Not to Run Out of Money in Retirement
Worried you won’t have enough money to enjoy retirement? Here are some steps to minimize (or even avoid!) financial roadblocks in your later years.
Reverse Mortgage Payment Plan Options
If you decide to take out a reverse mortgage, several payment plan options will be available to you.
Mastering RMDs: Navigating the Essentials
Is it better to take your RMDs as a lump sum or in installments? Learn the pros and cons of each strategy in addition to other avenues associated with RMDs.
How Much Money Do I Need to Retire?
Various approaches can help you determine how much money to save for retirement. We’ll explore these methods (and much more!) in this post.
Considering a Reverse Mortgage? Read This First
Many retirees who’ve built significant equity in their home but are short on cash have turned to reverse mortgages. But are they right for you?
5 Things You Can Do in Your 60s to Better Prepare for Retirement
Whether retirement is still one or a couple of years away, there are a few steps you can take to better prepare and enjoy your golden years.
Read This Before Prepaying for Your Funeral Expenses
In this post, we’ll outline your prepayment options and present alternatives to ultimately help you decide whether or not to prepay your funeral expenses.