The Future of Social Security and Medicare?
Medicare and Social Security are projected to run out of money in less than a decade. Mike Townsend discusses possible solutions to the shortfalls and the likelihood of each.
The Most Important Ages of Retirement
Retirement is a series of milestones that arrive as you age. Here are the ones you should know about.
5-Step Tax-Smart Retirement Income Plan
Smart tax planning can help extend the life of your retirement savings and may lower taxes in retirement.
How Can You Build Your Pre-Retirement Checklist?
What do you need to take care of in the handful of years, months, and days before you retire?
Social Security Inflation Bump: What Does It Mean?
Social Security benefits are getting another sizeable bump next year. Unfortunately, it won't be as big as the jumbo-sized increases of the 2023 and 2022.
Tax-Saving Moves You Can Make Before Year-End
From maximizing tax-advantaged savings accounts to donating to charity, here are strategic tax moves to consider before year-end.
Build Tax-Free Savings Using Roth Conversions
Periodically converting a portion of your retirement savings into Roth assets can give you a flexible source of income and help lower the taxes you pay over time.
Timing Matters: Understanding Sequence-of-Returns Risk
If you're close to retiring, beware of the little-known sequence-of-returns risk that could take a huge slice out of your retirement income.
Retirement Income: Required Minimum Distributions
Avoid required minimum distributions (RMDs) penalties by taking RMDs as required, and learn know how the SECURE 2.0 Act updates can impact your retirement savings.
Taking In-Kind Distributions from Your IRA
Stuck with an RMD? You don't have to take it in cash. Here's what you need to know about in-kind distributions from your IRA to your brokerage account.