I Have $1 Million in Savings and a Pension. Should I Delay Social Security and Rely on My 401(k) for Eight Years?
A man is considering delaying Social Security past his full retirement age to increase his future benefits. If you have …
Retirement income
I’m 60 and Have $1.2 Million in a Roth IRA. How Do I Make Sure This Money Lasts for the Rest of My Life?
Planning for a Roth IRA is a little different than most other retirement investments. This tax-advantaged account generates completely untaxed …
I’m 62 and Have $1.5 Million in an IRA. Should I Convert $150,000 per Year Into a Roth to Avoid RMDs?
A 62-year-old man is considering the possibility of converting his $1.5 million IRA to a Roth account. A 62-year-old with …
This is the Average Social Security Benefit at Age 67
To be clear, Social Security was never intended to cover all of your retirement income. With the prospect of reduced …
I Have $900,000 in a Roth IRA and Would Receive $2,200 a Month from Social Security. Can I Retire at 66?
A woman looks out the window in her office and considers whether she can afford to retire at 66. Imagine …
Ask an Advisor: I’m 68 Years Old and Have $1.4 Million in Savings and Another $1 Million in Stocks. Can I Retire at 70?
A man reviews his assets and expenses while creating a financial plan for retirement. I‘I am a 68 year old …
Should You Forego Receiving the Maximum Social Security Benefit of $4,873?
Social Security provides retirement income for most seniors—but it also provides a much Money to a lucky few. The highest …
I Plan to Receive a Monthly Social Security Benefit of $3,200. How Can I Avoid Taxes?
More and more retirees are being taxed on Social Security benefits. Legislative changes over the decade have altered eligibility ages, …