Latest Articles
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.
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.
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.
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.
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.