Strategy
Showing 29 results of 129
Best strategy for withdrawals of investments
Dec 05 2023
I recently retired with a pension. With my pension and my Social Security, I’m still going to be in a fairly high tax bracket. When I left my government job, I was allowed to roll my IAP 457 ove...
reddit.com
Any geezer gamers out there? Is gaming a retirement activity for you?
Dec 05 2023
Just curious how many other old folks are into gaming. For me getting a steering wheel for my PC (for race sims) was one of my better retirement purchases; also play strategy games. (I have to laugh w...
reddit.com
What Is the $1K Per Month in Retirement Rule?
Nov 21 2023
Make quick calculations with this income strategy to withdraw $1,000 each month in retirement....
money.usnews.com
Early Retirement Withdrawal Strategy
Oct 17 2023
Retirement planning consists of 2 broad phases – accumulation and withdrawal. Early retirement is difficult to achieve because there is less time to build wealth and more years to spend. The tim...
retireby40.org
Most Boomers Missed This Retirement Strategy But Millennials Still Have Time
Oct 17 2023
Out-of-pocket healthcare costs in retirement continue to rise. Not just a Baby Boomer problem, Millennials could see their healthcare costs double in retirement....
forbes.com
Announcing retirement to my boss today for end of year.
Oct 16 2023
It’s getting real! I’m meeting with my boss today to let him know my plans and prepare an exit strategy. I work at a government agency with no risk of getting booted upon the announcement....
reddit.com
Some Sobering (and Scary) Statistics on People’s Retirement Preparedness
Oct 08 2023
By Josh Katzowitz, WCI Content Director If my psychiatrist wife hadn’t begun taking care of our money and our investing strategy so many years ago and if I hadn’t made a New Year’s r...
whitecoatinvestor.com
9 Essential Considerations for a Holistic Investment Strategy
Oct 05 2023
Navigating the world of investments can be complex. However, you do have the ability to keep it simple and still successfully reach your financial goals. Whether you’re saving for retirement, al...
newretirement.com
What the Markets New Tailwinds Could Look Like in 2023
Mar 14 2023
Historically, the markets bounce back nicely after sharp declines, so focusing on historically high-quality companies trading at today’s lower valuations could be a good recovery strategy....
kiplinger.com
Homelessness: Can You Pass this Quiz?
Mar 14 2023
Do you know the main reason Americans slip into homelessness? Are you aware of the roots of this longstanding crisis? The best way to counter negative views of homelessness is to develop a better unde...
squaredawayblog.bc.edu
The Best RRSP Investment Options for Any Investing Strategy
Feb 14 2023
With the 2022 RRSP contribution deadline right around the corner, it’s the perfect time to revisit your retirement savings strategy. Is the money in your RRSP aligned with your retirement goals?...
retirehappy.ca
Retirement strategy plan
Feb 11 2023
I'm a canadian in my mid 20's. Since the past 2 years, I used the services of a financial advisor who works for an independant private financial service group. All of my investments are currently in m...
reddit.com
SS strategy with a WEP pension
Feb 05 2023
Hello. I am 58 retiring at 60 with a public pension of $2700 and would have a base $1200 monthly SS (at full SS age 67) coming from pre-pension jobs. However, my SS is subject to the full monthly WEP ...
reddit.com
Early Retirement Bucket Strategy - Leisure Freak
Feb 01 2023
if your portfolio doesn’t generate enough passive income to fund your lifestyle then you may want to consider including an Early Retirement Bucket Strategy....
leisurefreak.com
Best Roth Conversion Tax Strategy - Leisure Freak
Feb 01 2023
There are many articles claiming to have the Best Roth Conversion Tax Strategy. In the end it all comes down to individual situations and where they are...
leisurefreak.com
A Financial Review in Early 2023 Can Optimize Your Strategy
Jan 29 2023
Look to build savings, reduce risk, minimize taxes and ensure a successful retirement by reviewing your budget, contributions, allocations and beneficiaries....
kiplinger.com
best way to save for retirement?
Jan 22 2023
The Answer: Diversify! If you’ve saved $100,000 + for retirement in an IRA, 401(k), TSP or other retirement account, get your free guides written by me. I’m the company’s on-staff, H...
reddit.com
401k Contribution Strategies: Front Loading, Getting Let Go, Bonus Heavy
Jan 20 2023
I’ll be going over exactly how I set up my Meta 401k and my partners Uber 401k....
andrenader.substack.com
Is The Bucket Strategy A Cheap Gimmick?
Jan 12 2023
He called it a “cheap gimmick,” so I challenged him to a duel. Strap in, folks, we’ve got a doozie today… It’s always good when two people with strong opinions can respe...
theretirementmanifesto.com
Actions to Take in a Bear Market + Personal Updates
Dec 19 2022
The mighty BEAR market is here A Bear Market is defined as a 20% drop from prior market highs. In today’s case the bear market officially started on 1/3/2022 after we reached -20% mark on 6/1...
andrenader.substack.com
Don’t Let Inflation Change Your Social Security Strategy
Dec 16 2022
Inflation shouldn't make you claim Social Security benefits early....
forbes.com
What’s the best way to take RMDs from your retirement accounts?
Dec 13 2022
I’m a retired educator, and I’m just turning 72. I’m about to start taking my required minimum distributions. I don’t need the full amount, but I guess I have to take it anyway. I don’t know...
marketwatch.com
The Bucket Strategy In A Bear Market
Nov 30 2022
The question is: were you prepared? We implemented the bucket strategy as our defense when I retired 4 years ago, and this year we’re facing our first real test of the bucket strategy in a bear ma...
theretirementmanifesto.com
Should You Change Your Investment Strategy?
Nov 21 2022
Investors love to talk about their winners. We must honestly examine our poor decisions to do better with our investments....
caniretireyet.com
Buying into the market right before a Bear
Jul 25 2022
Market crashes are to be expected. They are the price we must pay for the long-term gains we seek....
jlcollinsnh.com
What is your retirement strategy?
Jan 02 2021
With our very first paychecks we started IRA’s, with automatic monthly deposits....
quora.com
Social Security Claiming Strategy Calculators Compared
Jun 20 2018
I compared two free calculators for the optimal Social Security claiming strategy with hypothetical test cases. They both do a good job....
thefinancebuff.com
Multiple Roth IRA Conversion Strategy
May 04 2015
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....
whitecoatinvestor.com
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About Strategy
A retirement strategy is a plan for saving and investing in order to have enough money to live on during retirement. Here are some steps you can take to develop a retirement strategy:
Determine your retirement goals: Consider how much you will need to live on during retirement, where you want to live, and what you want to do in retirement.
Calculate how much you will need to save: Use online retirement calculators or speak with a financial planner to determine how much you will need to save to reach your retirement goals.
Start saving and investing: Contribute to a retirement account, such as a 401(k) or IRA, and consider speaking with a financial advisor about the best investment options for you.
Consider diversifying your investments: Diversifying your investments can help spread risk and potentially increase your chances of achieving your retirement goals.
Review and adjust your plan regularly: As your financial situation and retirement goals change, be sure to review and adjust your retirement plan accordingly.
It's important to start planning for retirement as early as possible in order to give your savings and investments time to grow. A well-thought-out retirement strategy can help you reach your retirement goals and feel financially secure in your later years.