Retirement
An inherited non-qualified stretch annuity pays out over many years instead of all at once. Only the earnings in each…
When comparing Medicare and Affordable Care Act (ACA or Obamacare) coverage, it helps to look at how each program works,…
You can make a Roth IRA conversion at any time, as long as you have money in a qualifying pre-tax…
A non-qualified stretch annuity extends the payout of an inherited annuity over time, rather than receiving the full amount in…
A stretch annuity lets a beneficiary receive inherited annuity payments over an extended period rather than all at once. Spreading…
A Roth IRA is a tax-advantaged retirement account many people use to build long-term savings, but its rules and benefits…
Spousal benefits are Social Security payments based on a spouse’s lifetime earnings record, and a spouse may receive up to…
Reaching age 65 doesn’t automatically change how the IRS taxes your 401(k) withdrawals. Instead, it taxes distributions from a traditional…
A 401(k) loan does not appear on your credit report because it isn’t considered a loan from a third-party lender.…
Leaving the workforce changes many aspects of your 401(k), and once you retire you will have to make a number…