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Turning Your Nest Egg into a Paycheck
How do you turn a retirement nest egg into a reliable paycheck? Explore safe withdrawal rates, the 4% rule, sequence risk, and RMD strategies in this article.
How to Access Retirement Savings Before Age 59½: Roth Ladder vs. 72(t)
Compare the Roth conversion ladder and 72(t) distributions to access retirement savings before age 59½, without the 10% penalty.
Tips for Choosing Where to Live in Retirement
Choosing the right place to live can significantly impact how much joy (or regret) you’ll have in retirement. Here are some tips to help.
The Widow's Tax Penalty: What It Is and How to Avoid It
The widow’s penalty surprises many people after the death of a spouse, often triggering higher taxes and reduced income that create a larger financial burden.
The 24-Month Retirement Countdown: 13 Steps to Take Before You Retire
Why the final 24 months of your career can matter more than the first 24 years when it comes to planning for retirement.
Beyond the 401(k) Match: Tax-Smart Retirement Moves
You’ve claimed your 401(k) match – now what? Explore tax-smart retirement strategies like Backdoor Roths, HSAs, and Mega Backdoor Roths.
The Best States for Taxes in Retirement
It’s easy to overlook taxes when choosing where to live during your golden years, which is precisely why we assembled this guide highlighting the best states for taxes in retirement.
How to Prepare Emotionally for Retirement
Entering retirement is likely one of the biggest transitions you’ll face in life. Be sure to prepare as best as you can not only financially but emotionally as well.
Sequence of Returns Risk: How This Can Ruin Retirement Dreams
What risk is involved when it comes to early retirement market downturns? Which financial planning tools can help mitigate sequence of returns risk? Read on to find out!