Retirement-planning
Latest
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Estate Planning: How Does the Basis Step-Up Rule Work?
The step-up in basis, one of the most powerful tools in estate and tax planning, can make a huge difference in capital gains taxes owed.
By Logan Baker Published
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Should You Convert a Traditional 401(k) into a Roth 401(k)?
If your company offers a Roth 401(k), you can convert your traditional 401(k) to pay lower taxes in retirement.
By Tom Taulli Last updated
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The Investing Strategies I Teach Young Mothers
These simple investing strategies were developed to help single mothers, but they'll help all young people build a decent nest egg.
By Janet Bodnar Published
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Will You Pay Taxes on Your Social Security Benefits?
You might, depending on your income, but smart financial planning now can help lower or even eliminate your taxes in the future.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Pension vs 401(k) Plans: Which is Better?
Choosing a pension vs 401(k) plan can be tricky. Here, we provide questions to ask to help guide you in your retirement planning.
By Adam Shell Last updated
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Get Your Retirement Timing Right: Eight Things to Consider
When it comes to retirement, timing can have a significant impact on your well-being and financial security.
By Jacob Schroeder Last updated
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Most People Think They Need $1.8 Million to Retire. Do You?
Americans still believe they need $1.8M to retire comfortably, Schwab study shows.
By Kathryn Pomroy Last updated
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Roth 401(k) vs. 401(k): Which Is Right for You?
The Roth 401(k) vs. traditional 401(k) decision can mean the difference between higher taxes now or in retirement. It's your choice.
By Adam Shell Last updated
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How to Open a 401(k)
Whether you're starting a new job or have never opened a 401(k) account, it's time! Here's how to open an account in five steps.
By Adam Shell Last updated