There are some exceptions to RMD rules, for the record. Chief among them is the fact that your very first one doesn't need to be completed until April 1 of the year following the one in which you turn ...
In this week’s episode of Money Glow Up, host Tiffany Aliche welcomes Robert Powell, the host of Yahoo Finance’s Decoding Retirement, for a discussion on retirement planning—whether you’re just ...
Planning for retirement is a crucial step in securing your financial future. By utilizing the right tools and strategies, you ...
I turned 51 years old six months ago and forgot to adjust my employer retirement account settings to max out my contributions this year. As a result, I contributed $23,000 to my 403 (b) and $23,000 to ...
Who wouldn't want to explore the world? But first think about what you hope to get out of your travels — and take a good look ...
These are valuable exercises, but a retirement plan with a 10% chance of failure looks a lot better in a spreadsheet than it sounds in real life. The problem is that if it goes wrong, there is no - I ...
It’s finally time to start using the money you managed to save and invest over the years. But be careful: Taxes are just one ...
The start of a new year is an excellent opportunity to assess your financial situation and recommit to your financial goals.
The 529 plan must be open for at least 15 years. You cannot convert 529 contributions made within the past five years (or the ...
Navigating retirement planning as a freelancer can be daunting, but with the right strategies, you can secure a comfortable ...
A significant number of Americans facing the "financial vortex" believe they will need to delay retirement. But that's not always a great option.