Welcome to Seeking Retirement
We curate a selection of educational retirement articles sourced from the web, authored by genuine retirees and financial experts. These articles contain valuable insights and guidance suitable for every phase of retirement planning, whether you're considering early retirement, traditional retirement, or already enjoying retired life. We've categorized the content to facilitate your search for topics that pique your interest. Our aim is to assist you in charting a path towards a fulfilling and joyful retirement. We extend our best wishes for a prosperous and contented journey ahead!
Showing 50 results of 8217
The Social Security Windfall Elimination Provision (WEP)
Jan 09 2023
What is it and is it fair? There is much discussion as to whether the Social Security Windfall Elimination Provision (WEP) is fair....
forbes.com
The Top 3 Physician Wellness Tools for 2023, and 4 Reasons You’ll Need Them
Jan 09 2023
[Editor's Note: Join Dr. Dike Drummond and Dr. Jim Dahle on Thursday, January 12 for a free training webinar on how to combat physician burnout. Among the topics that will be covered are finding the t...
whitecoatinvestor.com
The 5 Biggest Financial Threats You Face in 2023
Jan 09 2023
As the New Year gets underway, it’s good to set goals and make plans – but it’s also important to review the biggest threats you face. Here are the top 5 threats to your financial fu...
bankonyourself.com
5 Smart Money Moves for 2023!
Jan 08 2023
Between stubborn inflation, a falling stock market, and a looming recession… There’s no shortage of headwinds to grow your nest egg in the New Year! Learn five specific ways you could pro...
bossretirement.com
7 Invaluable Retirement Planning Lessons from 2022!
Jan 08 2023
Between soaring inflation, stock market volatility, the worst year in history for bonds, and economic uncertainty, 2022 was a tough year for investors. But not all is lost! There are lessons to be lea...
bossretirement.com
Paying Your Student Loans Could Help You Save For Retirement
Jan 08 2023
A new law means student loan borrowers can earn 401k matches for paying their student loans...
forbes.com
Medicare Advantage Open Enrollment Period (OEP) Started Jan. 1
Jan 08 2023
By Tom Cretella – CLU at Cretella and Belowsky January 9, 2023 — Medicare’s Open Enrollment Period began January 1. Medicare has plenty of acronyms: AEP, SEP, IEP – but the lea...
topretirements.com
My New Year’s Resolutions: From Quitting My Job to Opening a Mobile Vasectomy Clinic
Jan 07 2023
By Dr. Margaret Curtis, WCI Columnist My family and I have some big changes ahead of us in the coming year. Our second kid is graduating from high school. (If you are wondering how I am doing with the...
whitecoatinvestor.com
IRS: Types of Retirement Accounts
Jan 07 2023
Review retirement plans, including 401(k) Plans, the Savings Incentive Match Plans for Employees (SIMPLE IRA Plans) and Simple Employee Pension Plans (SEP)...
irs.gov
IRS: Required Minimum Distributions (RMDs)
Jan 07 2023
Review the required minimum distribution rules for certain retirement plans, including traditional IRAs, SEP IRAs, SIMPLE IRAs and 401(k) plans....
irs.gov
IRS: Roth IRAs
Jan 07 2023
Find out about Roth IRAs and which tax rules apply to these retirement plans....
irs.gov
My Financial Plan Step 2: Estimating Your Tax Bill
Jan 07 2023
Welcome back to the series on the 10 steps of my 2023 financial plan. In the previous newsletter, I covered the first step: revisiting my goals and mission statement. In today's newsletter, we will be...
andrenader.substack.com
IRS: IRA Contribution Limits
Jan 07 2023
Information about IRA contribution limits. Learn about tax deductions, IRAs and work retirement plans, spousal IRAs and more....
irs.gov
IRS: Traditional IRAs
Jan 07 2023
Learn about traditional IRAs and the tax advantages they bring you....
irs.gov
Automatic Funded Status Adjustments to Your Spending Budget
Jan 07 2023
The Actuarial Approach advocated in this website is a dynamic spending approach that anticipates periodic determinations (or valuations) of the retired household funded status and, if necessary, adjus...
howmuchcaniaffordtospendinretirement.blogspot.com
How Has America Changed?
Jan 07 2023
I was born when Harry Truman was president. I don't remember him. But I do remember Ike and Elvis, and Ann Landers and and Billy Graham, and Bob Hope and Jimmy Stewart. A lot has changed since those d...
sightingsat60.blogspot.com
Shedders Rebuild a 1959 BMW R26
Jan 07 2023
January 8, 2023 — We got some great followup on our October article about the Shedders Movement. Shedderrs refers to guys (and gals) getting together in retirement to hang out and work on all ki...
topretirements.com
Shedders Rebuild a 1959 BMW R26
Jan 07 2023
January 8, 2023 — We got some great followup on our October article about the Shedders Movement. Shedders refers to guys (and gals) getting together in retirement to hang out and work on all kin...
topretirements.com
This ‘Crazy’ Retirement Portfolio Has Just Beaten Wall Street for 50 Years
Jan 06 2023
This strategy beats the market with less risk, fewer upsets, and no "lost" decades....
barrons.com
Financial Planning for Retirement: It’s More Accessible, but Be Careful
Jan 06 2023
Financial planning and advice is no longer just for the wealthy. It can be especially important when planning for your later years....
nytimes.com
4 Social Security Myths That Are Costing You Money
Jan 06 2023
One of the worst times to make a financial mistake is during your senior years, when you are living on a fixed income with little margin for error....
aol.com
How to balance retirement and emergency savings in a shaky economy
Jan 06 2023
Experts cover how to decide between saving to your 401(k) for retirement versus your emergency fund in an unsteady economy....
cnbc.com
How to Retire in Portugal: A Complete Guide
Jan 06 2023
With more Americans reimagining retirement, we've created a cheat-sheet on how to retire in Portugal...
cntraveler.com
Losing All Your Money Investing On Margin Is Not The Worst Thing
Jan 06 2023
“What happened to your friend who bought Tesla stock on margin,” a reader asked. He likely lost a lot of money, but I haven’t asked for details. That would be rude. On March 31, 2021...
financialsamurai.com
Why Wealthy Charitable People Should Not Do Roth Conversions
Jan 06 2023
By Dr. James M. Dahle, WCI Founder In our own personal financial lives, Katie and I are focusing a great deal on legacy and estate planning. Recently, I was spending a lot of time thinking about Roth ...
whitecoatinvestor.com
For Freelancers, New Federal Help in Saving for Retirement
Jan 06 2023
The Secure 2.0 Act provides for direct government contributions to retirement accounts for low- and moderate-income workers, though that won’t start until 2027....
nytimes.com
Calculate Retirement Savings
Jan 06 2023
Are you saving enough for retirement? This calculator will help you with retirement planning and provide you with an estimate on your future retirement savings....
bankrate.com
Retirement Calculator
Jan 06 2023
How much money do you need for retirement? Use our free retirement calculator to determine your estimated retirement age and whether you’re saving enough....
nerdwallet.com
Best retirement calculators
Jan 06 2023
I’m trying to figure out how much longer I need to work to FIRE....
reddit.com
Retirement Calculator
Jan 06 2023
Free calculators that help with retirement planning with inflation, social security, life expectancy, and many more factors being taken into account....
calculator.net
Welcome to the Retirement Rebootcast
Jan 06 2023
Happy New Year – and welcome to the first edition of theRetirement Rebootcast! That’s the slightly tongue-in-cheek name I’ve given to this special limited-edition podcast series focu...
retirementrevised.com
Climate Disasters: How to Protect Your Money, Home, and Retirement Well Being
Jan 05 2023
When planning retirement, you need to somehow prepare for many different kinds of unpredictable possibilities – inflation rates, stock market fluctuations, and the prospect of a long-term care n...
newretirement.com
Charitable Giving and Bonds
Jan 05 2023
Today on the podcast, Dr. Spath and Dr. Dahle answer your questions about two pretty different topics. First, they tackle charitable giving. They get into charitable gift annuities and donating apprec...
whitecoatinvestor.com
Roth IRA conversions: Take advantage of this limited-time offer to save on taxes
Jan 05 2023
Market conditions are perfect right now to pay tax on some of your retirement funds and avoid a bigger hit later....
marketwatch.com
Tax strategies to usher in 2023
Jan 05 2023
The new year brings a new tax season and the opportunity to advise clients on ways to save money on their taxes....
financial-planning.com
50 Years of Financial Progress for Women
Jan 05 2023
As the lower-paid sex, women have no shortage of insecurities about their retirement finances. Only one in five working women feels “very confident” of being able to retire comfortably, th...
squaredawayblog.bc.edu
5 Cheap Places to Retire on $200K
Jan 04 2023
Don't have much saved for retirement? Here are some of the best countries you can retire to on $200k....
moneywise.com
How To Calculate Your Retirement Number | Personal Capital
Jan 04 2023
It is crucially important for investors to understand the true, more complicated, nature of retirement. Learn more on calculating your retirement number here....
personalcapital.com
The 4 Rules I Followed to Get Wealthy
Jan 04 2023
[Editor's Note: Deadline alert! Today is the last day of the WCI holiday online courses sale—where you can purchase the Financial Wellness and Burnout Prevention for Medical Professionals, the C...
whitecoatinvestor.com
Here's How Much to Spend in Your First Year of Retirement
Jan 04 2023
The number of years your portfolio will last has a lot to do with two key factors. Let's look at where they stand today...
stansberryresearch.com
Post Hurricane Ian: Wealthy Buyers Snapping up Florida Gulf Coast Property Owners
Jan 04 2023
January 3, 2022 — As if the death and destruction that Hurricane Ian brought to Florida’s Gulf Coast wasn’t bad enough, it has created another looming problem for beleaguered propert...
topretirements.com
Post Hurricane Ian: Wealthy Buyers Snapping up Florida Gulf Coast Property Owners
Jan 04 2023
January 3, 2022 — As if the death and destruction that Hurricane Ian brought to Florida’s Gulf Coast wasn’t bad enough, it has created another looming problem for beleaguered propert...
topretirements.com
Want a happier, more fulfilling retirement?
Jan 04 2023
A New Year’s resolution for retirees: Find your ikigai...
marketwatch.com
2023 Financial Samurai Goals: Back To Easy Living!
Jan 03 2023
Happy New Year everyone! I’ve made goals publicly for over ten years because it helps keep me accountable. Making goals also makes the year more exciting and challenging. Hence, here are my goal...
financialsamurai.com
Is Early Retirement Possible? Here’s How to Retire Early in Canada
Jan 03 2023
Have you ever considered retiring early? Those words may seem like a pipedream to many Canadians, but early retirement can still be possible, even in periods of high inflation and down markets. The ke...
retirehappy.ca
Lessons from 2022: How I'm Refining My Path to Avocado FIRE
Jan 03 2023
2022 is finally over. It has been one of those years where it feels like you are struggling to keep your head above water. No amount savings could turn those net worth graphs green. Most people under ...
andrenader.substack.com
Creating Retirement Income: From RMDs to SWRs
Jan 03 2023
A reader recently asked the following question about retirement withdrawals: I am approaching 72, and for the life of me I do not know the difference between setting a safe withdrawal rate (SWR) and h...
caniretireyet.com
Our 2022 Portfolio
Jan 03 2023
Happy 2023, everyone! While I have no idea what 2023 will bring, it would be pretty hard for it to match last year’s casserole of crazy. Inflation, war, spiking gas prices, and the fastest inter...
millennial-revolution.com
Pralana Retirement Calculator
Jan 03 2023
An unprecedented retirement calculator and personal financial model plus articles on the design and usage of retirement calculators....
pralanaretirementcalculator.com
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Why Retirement is Important
Retirement is an important milestone in a person's life because it marks the end of their career and the beginning of a new phase of life. It is a time when people can stop working and start enjoying the fruits of their labor. There are several reasons why retirement is important:
Financial stability: Retirement allows people to stop working and start relying on their savings, investments, and any other sources of income they may have. This financial stability can provide peace of mind and allow people to enjoy their retirement years without worrying about money.
Health benefits: Retirement can also have health benefits. It can reduce stress and allow people to have more time to focus on their physical and mental well-being. This can lead to a longer and healthier retirement.
Personal fulfillment: Retirement can also provide an opportunity for personal fulfillment. People may want to pursue hobbies, travel, or spend more time with loved ones. Retirement allows them to do so without the constraints of work.
Social support: Retirement can also provide social support and a sense of community. Many people find that they have more time to spend with friends and family, and may join social groups or organizations that can provide a sense of belonging and purpose.
Overall, retirement is an important phase of life that allows people to enjoy the fruits of their labor, focus on their health and well-being, and pursue personal fulfillment and social connections.