I'm 48 with $223,000 saved for retirement. I want to contribute an extra 1% every year. Will that have any meaningful impact?
I have searched for a resource to calculate the financial impact of saving an extra 1% each year towards retirement, but to no avail. Most advice is tied to 401(k) calculators and such advice does not ...
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I'm 65, Have $750k in an IRA and Take Social Security, Is It Too Late for a Roth Conversion?
If you’re 65 years old and collecting Social Security, you may wonder if it’s too late to convert your $750,000 traditional IRA into a Roth IRA. The short answer is no – there are no legal ...
How to Spend From Your Portfolio Tax-Efficiently in Retirement
Learn how to sequence withdrawals from taxable, tax-deferred, and Roth accounts, as well as the wisdom of Roth conversions.
With Stocks Near an All-Time High, Is Now the Time to Start an IRA? The Answer Might Surprise You
Just because stocks seem expensive doesn't mean they truly are. See why it's still a good time to start investing.