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RMDs: Rules, Penalties, Avoiding/Minimizing Taxes, and More
If you’re saving money in a 401(k) or traditional IRA for retirement, you’ll need to familiarize yourself with RMDs and associated rules.
The Retirement Tax Bomb: How to Avoid a Costly Surprise
How RMDs, IRMAA, Social Security taxation, and the widow's penalty create a retirement tax bomb—and proactive strategies to defuse it before it detonates.
Should You Leave New Jersey When You Retire?
If retirement is on your horizon, one of the biggest decisions you may soon contemplate is where to live. For many, this might mean relocating outside of NJ.
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.