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Retirement Living: What Does Retirement Mean to You?

Retirement Living: What Does Retirement Mean to You?

When it comes to gauging retirement preparedness, do you have a good sense of whether your savings are on track to fund the retirement life you envision? Are you looking for some benchmarks? Follow along as we explore key findings of a national poll...
What’s The Hype Around the FIRE Movement?

What’s The Hype Around the FIRE Movement?

On FIRE: Achieving Financial Independence and Retiring Early 65 is the age we usually think of as the standard retirement age. But more and more, we’re starting to see people wanting to retire earlier – and sometimes, much earlier. There is a growing...
5 Ways Not to Run Out of Money in Retirement

5 Ways Not to Run Out of Money in Retirement

These key strategies will help you build, protect, and preserve your nest egg. 1. Calculate Your Net Worth Figuring out your optimal retirement plan starts with understanding what you have now … your net worth. That’s because net worth — as...
What Are The Biggest Worries Americans Have in Retirement?

What Are The Biggest Worries Americans Have in Retirement?

Image: Where Americans expect their retirement income to come from. When it comes to gauging retirement preparedness, do you have a good sense of whether your savings are on track to fund the retirement life you envision? Realistically assessing your...
How To Execute a Roth IRA Conversion

How To Execute a Roth IRA Conversion

A Roth IRA conversion or a Backdoor Roth IRA conversion offers those who aren’t able to contribute to a Roth IRA due to income restrictions a workaround. There’s no doubt about it, Roth IRAs are a great option when it comes to retirement savings. But...
Investing for Retirement: How Do You Compare?

Investing for Retirement: How Do You Compare?

Image: Strategies Americans are using for retirement planning when it comes to the accounts they are saving in, their investments, and what investment guidance they seek. When it comes to gauging retirement preparedness, do you have a good sense of whether...
Retirement Savings By Income – How Do You Compare?

Retirement Savings By Income – How Do You Compare?

Are you retirement-ready? Compare your savings to other Americans using data from our nationwide poll run in partnership with Kiplinger’s Personal Finance. When it comes to gauging retirement preparedness, do you have a good sense of whether your...
This Sneaky Threat to Your Retirement Is Often Overlooked

This Sneaky Threat to Your Retirement Is Often Overlooked

A Wrong Move With Retirement Withdrawals Could Raise Your Taxes Retirement might mean more time with the grandkids or long trips abroad, but it won’t mean saying goodbye to taxes. In fact, taxes on your retirement withdrawals can have a major impact on your...
When is the IRA Contribution Deadline?

When is the IRA Contribution Deadline?

Like many people, you may be working on finalizing your 2018 tax return before the April 15 tax-filing deadline. If so, there might be an opportunity for you to obtain a valuable tax deduction and boost your retirement savings at the same time, so it’s...
The Average 401k Balance By Age

The Average 401k Balance By Age

401ks are one of the most common investment vehicles that Americans use to save for retirement. For most of us, the 401k is an employer-sponsored plan that allows you to save for retirement in a tax-sheltered way (up to $19,000 per year in 2019) to help...