Apr 5, 2024 by Kailey Hagen, CFPAre Your Roth IRA Withdrawals Really Tax-Free? Here's How to Find OutThe rules are a little more complex than you might think.
Apr 5, 2024 by Kailey Hagen, CFPHere's What Happens If You Contribute to a 401(k) and IRA at the Same TimeThere are a few tricky rules for high earners.
Apr 5, 2024 by Ryan DownieMore Americans are Accessing Their 401(k) Before Retirement: What You Need to Know About This Troubling TrendThe latest data has important ramifications for financial planning and investment portfolio management.
Apr 5, 2024 by Maurie BackmanSocial Security at 65: 2 Pros and ConsClaiming benefits at 65 is truly a mixed bag.
Apr 4, 2024 by Kailey Hagen, CFP5 Surprising Ways Your Employer Controls Your 401(k)When your employer is running the plan, you have to play by its rules.
Apr 4, 2024 by Matt Frankel, CFP3 Smart Ways to Find More Money to Save for RetirementIf your retirement accounts aren't quite where they should be, here are some ways to fix the problem.
Apr 4, 2024 by Justin PopeBlackRock CEO Larry Fink Says Retirement Isn't Just a Saving Challenge: It's a Spending One Too. 3 Ways to Budget After RetirementPersonal finance boils down to what comes in versus what goes out.
Apr 4, 2024 by FINRA StaffManaging the Costs of Student Loan DebtDevelop a plan to tackle your debt and set your priorities when it comes to budgeting.
Apr 4, 2024 by Maurie Backman3 Reasons You May End Up Sorely Disappointed With Your Social Security ChecksAt least two of these reasons are avoidable.
Apr 4, 2024 by FINRA StaffInvestor Bulletin: 10 Things to Ask Before Buying Physical Gold, Silver, or Other MetalsNumerous companies have been charged with selling overpriced precious metals to customers.
Apr 4, 2024 by Trevor JennewineHere's the Average Social Security Benefit for Retired Workers at Ages 62, 66, and 70Retired workers can substantially increase their Social Security benefit by claiming at age 70 rather than age 62.
Apr 3, 2024 by Kailey Hagen, CFPCan Your IRA Make You a Millionaire?You might be surprised by how much you can save in one of these accounts.
Apr 3, 2024 by Matt Frankel, CFPDo You Still Need an Emergency Fund After You Retire? The Answer Might Surprise YouThe short answer is yes, but there's more to the story.
Apr 3, 2024 by Maurie BackmanBlackRock CEO Larry Fink Says 65 Is Too Early for Americans to Retire. Is He Right?While 65 may be a common age to retire, there are some drawbacks involved.
Apr 3, 2024 by Selena Maranjian5 Social Security Scams to Beware Of -- and How to Avoid ThemGet smart about scammers and the common tactics they use so that you can keep your money in your own pocket.
Apr 3, 2024 by Maurie BackmanThis Was the Average Social Security Benefit at the Start of 2024. Could You Live on It Alone?You might struggle if you attempt to retire without any savings or outside income.
Apr 3, 2024 by Stefon WaltersHere's How to Calculate Exactly How Much Money You'll Need in RetirementThere are plenty of guidelines to use, but it ultimately comes down to your personal situation.
Apr 2, 2024 by James Brumley4 Ways to Grow $100,000 Into $1 Million for RetirementSeveral different strategies will get the job done, but there's one common element among all these approaches.
Apr 2, 2024 by Maurie Backman46% of Parents Would Take a Retirement Plan Withdrawal to Help an Adult Child. Here's Why You Shouldn'tIt's nice to want to help your kids -- but you shouldn't compromise your own long-term financial security.
Apr 2, 2024 by Maurie BackmanCan I Retire on Social Security Alone if I'm Getting the Maximum Monthly Benefit?Social Security's max benefit is pretty generous. But will it be enough for you?