Retirement Planning: Expert Guides & Tools

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• Published on

  January 15, 2025 · 10 min read

  401(k) Withdrawal Strategies: The Art of Spending What You Saved

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  Saving for retirement was the easy part. Spending it wisely is where real strategy begins. Learn how to withdraw from your 401(k) in ways that minimize taxes and maximize your money.

• Published on

  January 15, 2025 · 10 min read

  Early Retirement & FIRE: How to Buy Your Freedom Decades Early

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  The FIRE movement proves that retirement at 40 or 50 is possible — but only with intentional choices. Learn the math, strategies, and trade-offs behind financial independence and early retirement.

• Published on

  January 15, 2025 · 9 min read

  IRA Rollover Guide: Move Your Money Without Costly Mistakes

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  A rollover done right costs nothing. Done wrong, it can cost you thousands in taxes and penalties — plus retirement money you can never get back. Learn how to move your funds safely.

• Published on

  January 15, 2025 · 10 min read

  Strategies to Reduce RMD Tax: Keep More of Your Retirement Savings

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  RMDs don't have to mean massive tax bills. With the right planning — ideally starting years before your first required distribution — you can substantially reduce the lifetime tax burden on your savings.

• Published on

  January 15, 2025 · 8 min read

  Retirement Income Calculator: Will Your Savings Last?

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  The question isn't whether you have enough savings — it's whether your savings can generate enough income for potentially 30 years. Our calculator will help you find out.

• Published on

  January 15, 2025 · 8 min read

  RMD Calculator: Know Exactly What the IRS Requires

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  Miss an RMD and the IRS takes 25% of what you should have withdrawn. Our calculator helps you get it exactly right — and plan years ahead to minimize the tax impact.

• Published on

  January 15, 2025 · 9 min read

  RMD Rules & Deadlines: What the IRS Requires and When

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  The RMD rules have changed twice in recent years, catching many retirees off guard. Here's exactly what you need to know about when distributions must begin, how they're calculated, and what happens if you miss the deadline.

• Published on

  January 15, 2025 · 7 min read

  Social Security Calculator: Find Your Optimal Claiming Age

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  The difference between claiming Social Security at 62 versus 70 can exceed $100,000 in lifetime benefits. Our calculator will help you find the claiming age that maximizes your income.