An IRA Playbook to Build Wealth
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An IRA Playbook to Build Wealth

Matching your IRA strategy to each life stage can cut taxes and grow wealth.

Take This Simple Step as You Approach Retirement
Featured

Take This Simple Step as You Approach Retirement

Building a retirement cash cushion can help cover spending needs and reduce market risk in the early years.

The Roth Conversion Sweet Spot
Featured

The Roth Conversion Sweet Spot

Timing a Roth conversion during gap years can lower taxes and boost long-term retirement flexibility.

I Retired at 52—Here Are the Three Things I Would Do Differently
Featured

I Retired at 52—Here Are the Three Things I Would Do Differently

Three costly retirement mistakes showed me that financial freedom requires more than money.

Financially Savvy Ways to Use Your RMDs
Featured

Financially Savvy Ways to Use Your RMDs

Required minimum distributions may create a tax bill, but they can also create new financial opportunities.

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Government Health Care: A Before and After Story

Government Health Care: A Before and After Story

Many Americans love all the benefits provided by Social Security and Medicare, as long as they don’t have to pay too much for them.

An IRA Playbook to Build Wealth

An IRA Playbook to Build Wealth

Matching your IRA strategy to each life stage can cut taxes and grow wealth.

Divorced Men and Social Security

Divorced Men and Social Security

Most men earned more than their ex-spouse, and they are concerned about their exes filing for spousal benefits.

Take This Simple Step as You Approach Retirement

Take This Simple Step as You Approach Retirement

Building a retirement cash cushion can help cover spending needs and reduce market risk in the early years.

The Roth Conversion Sweet Spot

The Roth Conversion Sweet Spot

Timing a Roth conversion during gap years can lower taxes and boost long-term retirement flexibility.

I Retired at 52—Here Are the Three Things I Would Do Differently

I Retired at 52—Here Are the Three Things I Would Do Differently

Three costly retirement mistakes showed me that financial freedom requires more than money.

How Many Questions Can I Answer Today?

How Many Questions Can I Answer Today?

Every once in a while, I like to challenge myself by seeing how many Social Security questions I can answer in just one column.

Financially Savvy Ways to Use Your RMDs

Financially Savvy Ways to Use Your RMDs

Required minimum distributions may create a tax bill, but they can also create new financial opportunities.

Should You Drain Brokerage Accounts First in Retirement?

Should You Drain Brokerage Accounts First in Retirement?

A more balanced withdrawal strategy could help smooth taxes and boost after-tax retirement income.

Why a Forced Roth Could Be a Boon for Your Retirement?

Why a Forced Roth Could Be a Boon for Your Retirement?

New Roth 401(k) catch-up rules may sting now but could boost retirement wealth later.