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    Retirement (5)68 Articles

    Wed, Sep 13, 2023

    Planning to Do a Backdoor Roth IRA? Here's How to Get Your Tax Reporting Right

    Don’t let your backdoor Roth IRA backfire on you! Make sure you have the correct documents and process in place when it comes time to report your backdoor Roth IRA to the IRS—here’s what you’ll need, and how to do it.

    Wed, Aug 30, 2023

    A Countdown to Retirement

    Once you retire—whether it’s 10 years from now, 5 years, or right around the corner—you’ll probably be glad you followed a year-by-year punch list. Follow these simple steps to prepare for liftoff!

    Tue, Aug 8, 2023

    The MEGA Backdoor Roth: How to Save An Extra $43,500 Each Year

    You may have heard of the “backdoor Roth IRA” strategy that high-earners use save on taxes in retirement, but do you know about the MEGA backdoor Roth? Learn what it is, how it works, and whether you qualify for this major money-saving tool.

    Social Security: 3 Penalties to Avoid

    Tue, Jul 25, 2023

    Social Security: 3 Penalties to Avoid

    Most retirees in the U.S. rely on Social Security for stable income, so it’s crucial to be aware of potential reductions. Here are 3 important penalties to avoid.

    3 Strategies to Avoid Emotional Investing

    Wed, Jul 19, 2023

    3 Strategies to Avoid Emotional Investing

    Investors should be wary of emotional highs and lows. Here are 3 ways to avoid short-sighted reactions that might harm your portfolio in the long run.

    3 Ways to Lower Income Tax in Retirement

    Wed, Jul 5, 2023

    3 Ways to Lower Income Tax in Retirement

    How can you make the most of your retirement income sources, minimize your tax bill, and keep more of what YOU earned? Here are 3 ways.

    6 Sources of Retirement Income

    Special Report

    6 Sources of Retirement Income

    Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.