Curated articles and podcasts from trusted financial experts and real retirees.
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When your 401k-type plan allows non-Roth after-tax contributions, you can take the money out to a Roth IRA or convert to Roth within the plan. Either way works....
Early retirement is expensive when you include the opportunity cost. It's the opposite of frugality....
Health insurance is a big, incremental expense for people hoping to retire early from corporate life. Understanding our options and the costs has been an important focus for us as we've plotted...
The individual data points of life are much less predictable than the average. Here’s a simulation that shows you how much time is left on the clock....
The one question most readers have been sending me has to do with The Number. I write those words with capital letters in homage to the financial planning book by Lee Eisenberg of the same name and ...
A Roth conversion can be a smart move. But it can be made even smarter if you use more than one Roth IRA to do it, then recharacterize the underperformers....
I had a great day at work this past Friday. There wasn't anything especially amazing about it, but it was a truly enjoyable day. Good conversation, meaty strategic work, and a fair amount of horsi...
My son is a junior in high school and starting to look at colleges. He’s a smart, thoughtful kid who doesn’t seem to be stressing too much about where he goes off to school. At the same time, sinc...
Saving for FIRE is the last thing on the minds of most people. Although almost everyone dreams of being financially independent and retiring early, very few are doing anything about it. Americans ...