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As I wrote in my previous column on Fred Vettese’s PERC, I’ve reached the age when my registered retirement savings plan (RRSP) will soon have to be converted to a registered retirement in...
Avoid penalties and minimize taxes when you pull money out of your 401(k) or IRA....
For the past ten years, we have been exploring how to do retirement right so that you can get down to the business of living a great life. This is why this month we have had a series of special guests...
Selling a short box spread is a way to get a loan at a good rate using your investments as collateral. I sold some short box spreads to get cash for building a home because I didn’t want to sell...
Optimum location for assets: IRA, Roth IRA, taxable account...
You may want to research a knee replacement or other medical problem you have. Whenever our doctors tell my husband or me about a new health problem, the first thing we do is ask the doctor to give us...
If you go back and skim the 200-plus episodes we've recorded of Keen on Retirement, you'll notice that every year or so, we devote an episode to the latest financial frauds and scams that are making t...
After 40 years living in our home, we’re selling and relocating to an apartment to be closer to family. Our home is modest and small so we’re not forfeiting too much square footage. But I&...
If you’re wondering how to make a lot of money, you’re in the right place. Here are five of our favorite ways to make lots of money, and save a lot of money. With these 7 tips, you could p...
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Make the Most of Retirement by Un...
“Travelling with an infant is hell. You’d be crazy to do it. You’d just need a vacation from the vacation.” “Taking care of a baby is hard. Why make it harder by travelli...
One of the most critical decisions we make once we decide to retire is decisions related to Social Security. Specifically, ... Read more...
These Retirement Brothers are solving the retirement crisis. Coming up on Fox Business is a special episode on how to get the most out of your Social Security benefits. By:Spotlight Television NEW YOR...
Depending on what you want to do next in your career will dictate the costs that you can expect. Planning for those costs will be key to your financial life....
Understand the money implications of a government shutdown....
As a busy physician, you don’t have a lot of time to spend on carefully optimizing the tax efficiency of ... Read more...
Back in 2016 when this blog was first starting to take off, I ran a weekly series of articles called the Investment Workshop, where I showed people step-by-step how to build and manage an ETF-based po...
Clients across generations have different expectations of their financial advisors. Here's how everyone wins....
I am retiring at the end of April. Woohoo! Wife already retired. I have three buckets of income upon which one of the (my IRA) I am asking for ideas/advice on asset allocation. Some background: Both w...
Managing finances and money matters as a couple can be challenging. In fact, dealing with money effectively is a factor ... Read more...
Hi, unfortunately I have RMDs coming up and it will boost my retirement income, increase taxes as well as trigger IRMAA. Any recommendations on how to reduce taxable income during retirement? POTENTIA...
The solo years are critical to retirement finances, yet few retirement plans provide for the important changes of that period....
We can’t say we’re surprised. AI tools can make tedious, time-consuming, and even challenging tasks quick, simple, and painless. With that in mind, you might be wondering how you can lever...
A recent law allows tax-free rollovers from 529 plans to Roth IRAs, but there are hurdles to be cleared....
Most methods for earning money require you to work, at least to some degree. But after a long day at work, you might be looking for ways to earn that don’t require you to pick up yet another gig...
It’s called the dangerous decade of retirement planning. It’s the five years leading up to retirement… and the first five years of retirement. This is when you’ll be faced wit...
A good marriage is hard work, and money makes it harder....
Tax-savvy withdrawals in retirement are often overlooked or ignored by investors. That’s bad news when the Required Minimum Distribution (RMD) comes along and OUCH! As individuals approach retir...
Learn more about strategic ways on how to spend less money while planning for a fulfilling retirement....
Here's how to strategize withdrawals, optimize tax advantages and beat inflation ahead of a 2025 retirement....
Investing for the long haul with little cash on hand is doable, but you need a plan....
– The other day, an MMM reader stopped by and left the following comment on one of my older posts about the principles of FIRE: “While I still find some of MMM’s advice relevant, it ...
While incredibly popular in the ‘90s, recycling aluminum cans is still a beneficial habit for the earth and your wallet. Whether you’re racking up soda cans from a Diet Coke obsession or w...
We’re wired to give, so let’s do it better and let’s enjoy it more....
Learn the warning signs to identify and steer clear of senior scams....
Whether you’re saving for a special purchase, are tired of asking your parents for cash, or simply want to gain financial literacy, our curated list below will give you a head-start in finding t...
Cyber thieves are taking the digital lives of the recently deceased....
Learn how to allocate funds to receive passive income in retirement....
[Updated on January 28, 2024 with updated screenshots from TurboTax for 2023 tax filing.] When mutual funds and/or ETFs that invest in foreign countries receive dividends or interest, they have to pay...
I'm about to reach full retirement age for Soc. Security. I've been working in a kitchen for the past few years and it's now gotten too physically demanding. I'm just about to pay off debts and I will...
The post 5 Tips on How to Get Started with Estate Planning appeared first on The Retirement Solution....
Today’s pre-retirees face a tough retirement reality and will need to do their homework to live well in retirement....
How and what should we teach teenagers about money, to make the next generation financially literate? That’s what CJ in Philadelphia and Teresa want to know, today on Your Money, Your Wealth®...
[Editor's Note:At The White Coat Investor, we value the feedback of our readers. It helps us understand you, and it helps us do our jobs even better. That’s why we’d love for you to take j...
Trying to get financial control over an impaired aging parent's finances can be highly frustrating. Learn what to do as an appointed agent with power of attorney....
James addresses a common concern for a couple approaching retirement through a listener’s question. Listener Rob plans to collect Social Security early at 62, raising questions about his wife&rs...
Learn how to increase your Social Security benefit in retirement....
Nicole Cope, director of Ally Invest Advisors, explains the challenges and benefits of working with each generation on their retirement savings, from baby boomers to Gen Z....
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Live a Purposeful & Regret-Fr...
Ibotta is a free cashback app, allowing you to earn real money by scanning receipts and making online purchases. In comparison to other cashback apps we’ve reviewed, Ibotta ranks highly and is c...