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.
In 2019, 401k contribution limits have gone up, and even IRA contribution limits have changed for the first time in several years. We have all the details, including IRA deduction limits.
Retirement Paycheck uses advanced tax forecasting that will allow you to predict and optimize the withdrawal order of your various accounts in retirement. For example, it could help you determine if you should withdraw funds from a taxable investment account ahead of an IRA account.