Retiring Today? Three ETFs Shaping My Retirement Income Plan
A soon-to-retire investor outlines a simple, income-centric ETF strategy built around three funds—JEPQ, DIVO, and SPH...
Which Is Better Retirement Funds Index Or Target Date
This piece analyzes whether retirement funds should favor index or target date options, emphasizing long-term planning and goal alignment.
26,209 articles
Rise 401(K) Hardship Withdrawals: A Closer Look Today
A rise in 401(K) hardship withdrawals is drawing attention, but experts say it reflects liquidity needs rather than a...
Tax Bomb for Retirees with Over $1.2 Million at 73
When required minimum distributions start at 73, retirees with over $1.2 million in a traditional 401(k) can face a s...
Diagnosed with a Serious Illness at 62: Claiming Now
A 62-year-old diagnosed with serious illness chooses to take Social Security now rather than wait until 70, highlight...
Corporate Executives Stash $100,000+ Into 401(k) via 415(C)
A growing strategy lets corporate executives push $100K+ into a single-year 401K by leveraging the 415(C) rule and af...
Jennifer Meyer Welcomes Third Baby: A Finance-Focused Guide for Big Families
When a family grows from two to three, budgets change fast. This practical guide breaks down costs, savings strategie...
The 401(k) Roth Rollover That Cuts Medicare Surcharges
As Medicare costs rise with MAGI, retirees are turning to a tax-efficient move: roll assets from a traditional 401K t...
This Dividend Yields 3.2%: Beating the Nasdaq-100 in 2026
A dividend-focused ETF is delivering outsized gains this year while offering steadier income. Learn how this dividend...
State Trap: Where the Same Retirement Portfolio Costs More
Two retirees with identical $1.5 million portfolios may see thousands more in annual costs simply because they live i...
Roth Conversion Trick That Could Save You Over $50K Today
A careful, multi-year Roth conversion can trim lifetime taxes by staying in lower brackets and avoiding large upfront...
Why Today’s Retirees Need More Stocks Than Parents
A longer drawdown horizon and stubborn inflation are reshaping retirement strategy. Today’s retirees need more stock ...
Burkett Financial Added Stake in JEMA ETF: What It Signals
A notable ETF move has real implications for investors. Burkett Financial's latest stake in JEMA offers insight into ...
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