One of the biggest things that we like to remind people is that when you hit retirement you have to start managing your money in reverse," Thiago Glieger said.

Quick Summary A 58-year-old with $1.8 million saved looked financially secure, but small tax and timing mistakes could still derail retirement. Before retiring, you can work with a financial advisor ...

We have a taxable investment account with $1.37 million invested in a total stock market index fund. My Roth IRA has $28,000, also invested in a total stock market index fund, and my wife's Roth IRA ...

Required minimum distributions (RMDs) are mandatory annual withdrawals from tax-deferred retirement accounts like 401(k) ...

Legacy planning also shifts the calculus. Roth IRAs don't have Required Minimum Distributions during your lifetime, and heirs generally receive distributions free of income tax, though they must empty ...

Each type has its advantages and drawbacks. You might prefer a traditional 401 (k) if you're in a high tax bracket now and you expect your expenses to drop significantly in retirement. But if you ...

The SECURE 2.0 Act has introduced major changes for Roth 401(k)s, including the elimination of RMDs and new employer match options. Here's what you need to know.

Is 401k included in net worth calculation? Discover how retirement accounts impact your wealth calculation. Click to enhance ...

Learn how to assess savings, manage cash flow, and explore part-time work and health coverage options to stay financially secure.

A Roth conversion means taking a tax hit today to avoid one later, so if you expect to be in a lower tax bracket in ...

Roth IRA vs. 401k: Which is the better investment for your future? Shane Hummus breaks down these retirement plans to help you make the right choice.

"My daughter is getting married next year and will try to get pregnant immediately." (Photo subject is a model.) I am 59 years old. For the past four years, my income has been the highest it has ever ...