Rolling over a 401k to an IRA is simple. This article walks you through how a 401k rollover works.
Approaching retirement? Here are the crucial retirement steps you should consider by the time you turn 60.
Retiring early isn't just for those who hit the lottery or have high-paying jobs. It is possible for anyone, and requires just a few key decisions.
The decision to convert a whole life insurance policy into an annuity shouldn't be taken lightly. We've outlined what to know.
How much money do you need to reach FIRE? The calculation process isn’t an exact science, but the result will give you a pretty solid idea of your target savings, in order to reach financial independence and/or early retirement. Rob sums up the math behind FIRE in podcast 319.
Rob Berger kicks off his book dispelling the myth that financial freedom is a luxury that can only be afforded by the elite few. Retire Before Mom and Dad is a surprisingly easy read. Rob speaks directly to the the average Joe on how to reach financial freedom and provides us with the numbers to back it up.
You want to start an IRA--but should it be Roth or traditional? The two plans are very similar, but hardly identical. Which plan will be better for you will largely depend on your tax situation, both now and later when you reach retirement.
A Texas man named Terry Robinson recently make headlines when he announced that rather than moving to a retirement home in his old age, he’d spend his days at various Holiday Inns across the world. How does he plan to do this, and why? And is it actually a good idea? Get the breakdown here.
Figuring out how much money you need to retire can be mind-boggling. Learn how much to save for retirement by using just one simple rule of thumb here.
A Roth IRA is a great way to save for retirement, if you qualify. The IRS released its 2020 update to income and contribution limits for Roth IRAs. This year, it remains flat--no change from the bump we got in 2019. Here are the Roth IRA contribution and income limits for 2020.