How Self Directed IRAs Work: Everything You Need to Know
In some ways, a self-directed IRA is a part-time job, so you want to carefully think about your own capabilities and time before you make the commitment.
What is a Roth 403(b) Plan and Is It Right For You?
Your employer may offer you a Roth 403(b) plan. Before you start contributing, it’s important to understand where you’re money’s going and the tax implications this type of account will have on you now and into retirement.
8 Step Summer Financial Checkup
If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.
Early 401(k) Withdrawals at a Young Age: What You Need to Know
It can be tempting to withdraw your 401(k) funds sooner than originally planned. However, there are a variety of reasons why this decision will not benefit you in the long-run.
What is the 4 Percent Rule in Investing? 3 Important Things to Know
The 4 percent rule is a popular retirement strategy but it may not be a suitable solution for everyone. Three very important caveats you need to be aware of before adopting the rule.
Retiring as a Couple: Important Factors to Consider
You’ve worked hard for years, saved diligently and now you’re ready to relax in retirement. But if you’re part of a couple, it’s important to approach this life transition as a partnership through open communication and honest dialogue.