Should You Process Roth Conversions Before You Retire?
Should you process Roth conversions before you retire, or wait until retirement? Learn how tax brackets, income, Medicare premiums, state taxes, RMDs, and timing can determine when a Roth conversion may make the most sense.
How Much Can You Safely Withdraw From Your Retirement Accounts Each Year?
How much can you safely withdraw from your retirement accounts each year? Learn how the 4%, 5%, and 6% withdrawal rates compare and how age, investments, inflation, taxes, and market performance can affect a sustainable retirement income strategy.
How Long Does It Take to Build a $1 Million Roth IRA?
How long does it take to build a $1 million Roth IRA? See how a 22-year-old investing $7,500 per year could potentially become a Roth IRA millionaire, and how compounding could turn $1 million into $2 million and beyond.
The Never Retirement Plan: The Benefits of Continuing to Work by Choice
What if the goal of retirement planning wasn’t to stop working, but to make work optional? Explore the financial, social, and personal benefits of continuing to work after reaching financial independence—and why the traditional retirement path may not be right for everyone.
Long-Term Care Costs in Retirement: How to Prepare
Long-term care can cost $75,000 to more than $125,000 per year. Learn how to prepare for these expenses while protecting your spouse, retirement income and estate.
What Financial Information Should Your Adult Children Know?
Your children don't need to know every detail of your finances, but they should know enough to step in when needed. Here's what to share about accounts, estate documents, key contacts and financial responsibilities.
What Financial Decisions Should You Make Before Age 75?
Some financial decisions become more difficult as you get older. From simplifying accounts and tax planning to housing and estate decisions, here are important choices to consider before age 75.
How Much Cash Should Retirees Keep in 2026?
How much cash should you keep in retirement? Learn why 12 to 24 months of planned portfolio withdrawals may be a better starting point than keeping years of total expenses in cash.
