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I thought I'd be set, but my $3 million isn't buying the retirement I imagined. What should I do?
If your nest egg isn't providing the retirement lifestyle you dreamed of, it's time to ask whether it's your money that's the problem — or your mindset.
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Five Things to Consider Before Rolling Your 401(k) into a Roth IRA
Converting at least some of an old 401(k) to a Roth IRA can offer long-term tax benefits and retirement flexibility, especially if you anticipate being in a higher tax bracket later or wish to leave a tax-free legacy.
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I'm a Retirement Specialist: This Is How to Keep Your 401(k) on Track Amid Dire News Alerts
History shows that consistent, disciplined investing far outweighs any attempt at market timing, so focus on long-term growth and tune out the sky-is-falling news headlines.
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Retirement Tax Bombs: How Roth Conversions May Cut the Blue Wire
If you have a significant amount in tax-deferred retirement accounts, you could be sitting on a tax time bomb. Luckily, there's a way to defuse the situation.
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A Financial Planner's Prescription for the Headache of Multiple Retirement Accounts
Having a bunch of retirement accounts can cause unnecessary complications. Consolidation can make it easier to manage your savings and potentially improve investment outcomes.
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Five Ways to Catch Up on Retirement Savings
If you’re in your highest-earning years, you can make up for lost time.
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Should You Convert a Traditional IRA to a Roth After 60?
retirement You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have tax consequences.
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When to Apply for Social Security Payments? Your Age Matters
Do you know when to apply for Social Security benefits? What's the best age to start receiving monthly payments? Part of the answer lies in your birth year.
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Don't Let a "Clunker" Fund Drag Down Your 401(k)
401(k) lineups are loaded with overpriced, underperforming fund options. Here's how you can dump the clunkers.
