McDonald Explains Higher Earners and Roth 401(k) Decisions
A fresh examination argues that high earners may favor traditional pre-tax employer matches over Roth options in peak...
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 articlesWhy a $2.1 Million 401(K) Holder Is Moving to Nevada
A high-net-worth retiree with a $2.1 million 401(K) moves to Nevada to minimize state taxes before his first RMD at 7...
Retiring Comes with $172,500 Medical Bill: Medicare Gaps
A new Fidelity study finds that a 65-year-old today may incur about $172,500 in lifetime medical costs, excluding lon...
How the $1.4 Million 401(K) Makes Side Hustles Costly
A near-retiree couple with a $1.4 million 401(K) eye a $25,000-a-year consulting offer, only to learn Medicare IRMAA ...
What Retirement Really Looks Like at 63 Snowbirding
A 63-year-old couple relocates between New York and Florida after retirement, revealing how residency rules, taxes, a...
The Most Expensive States Financially to Retire Now
A new ranking identifies the most expensive states financially for retirees, revealing where housing, healthcare, and...
Deferral Myth Trapping Retirees: Proactive Tax Planning Wins
Retirees face rising tax headwinds as withdrawals, Social Security, and Medicare premiums stack. A shift to proactive...
Sandwich Generation Squeeze: 60-Year-Old Faces Budget Crunch
At age 60, a saver funds an adult child’s family to the tune of hundreds of thousands annually, risking retirement. T...
What $13,000 Month Really Looks Like in Retirement
A retiree with $13,000 a month in pretax income may seem comfortable, but taxes and Medicare surcharges erase much of...
Rising CCRC Entrance Fees Redefine Retirement Investing
A 72-year-old couple evaluated a continuing care retirement community with an $880,000 entrance fee and $7,400 monthl...
Most Underrated Retirement Town for Skiers: Nevada
Carson City, Nevada, is drawing attention as the most underrated retirement town for skiers, combining mountain acces...
Couple Carried Debt Into Retirement: IRS Levy Risk
As retirement checks begin, a rising share of households worry about debts that survive into retirement. The IRS can ...
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