Retirement
Being midway to retirement means you may still have years of earnings ahead. However, the margin for error is smaller…
At 10 years before retirement, investment priorities often begin to shift. The focus typically moves from maximizing growth to protecting…
Imagine turning a single $400,000 investment into a steady monthly paycheck that lasts the rest of your life. For many…
An individual retirement account (IRA) can be a significant estate asset. How the account is handled depends on whether a…
Retiring at 60 with $1 million is possible for some people, but the outcome depends on how long the money…
Whether you’re making a budget or planning your retirement date, it typically comes down to the same basic math: how…
There are two common ways to think about a retirement budget: you can start with the lifestyle you want or…
A nursing home cannot directly seize funds held in an individual retirement account (IRA). However, retirement accounts in many states…
Reaching your 80s doesn’t automatically mean saying goodbye to income taxes. Many retirees live on fixed incomes and may owe…
How Roth IRA gains are taxed depends on when and why you withdraw the money. You can typically withdraw growth…












