4 Things to Know About Retirement Spending

A key aspect of retirement planning is anticipating your retirement expenses. Simply put, it’s important to estimate how much money you’ll need to spend once
3 Forms of Tax-Free Retirement Income

As any working American knows, taxes are a part of life; that doesn’t necessarily change once you hit your golden years. Indeed, one thing that
3 Ways to Max Out Your Roth IRA, Including the “Mega Backdoor”

The Roth IRA offers substantial retirement planning benefits as it is a great, tax-efficient way to save for retirement. Money saved in a Roth IRA
Simple Steps to Improve Your Retirement Plan

It’s all too easy to talk yourself out of retirement planning. Maybe you think you’re too young. Maybe you think it’s too complicated. Or maybe
What Happens if You Have to Retire Early?

Retirement planning is all about preparing for the future—but of course, even with the most meticulous planning, it’s impossible to predict exactly what the future
Retirement Planning for Entrepreneurs

In many ways, running your own small business can be freeing. It means you get to set your own agenda, adhere to your own values,
Retirement Planning is All About Cash Flow

Retirement planning has a simple goal: You want to make certain that you have sufficient funds to maintain your desired lifestyle from the day you
Retirement Planning Continues—Even After You Retire

One of the most rampant misconceptions about retirement planning is that it’s something you do right up until the moment you leave the workforce—and then,
When Should You Claim Social Security?

One of the most common retirement planning questions we receive is the one about Social Security: Is it better to claim Social Security benefits as