How a Lifetime Income Annuity Can Anchor Early Retirement for Workers in Their 50s
A practical guide to using lifetime income annuities to create a reliable cash flow and protect early retir...
4 min read
Solo 401(k) Strategies for Encore Careers in Your 50s
A practical guide for late‑career professionals to use a Solo 401(k) to boost retirement savings while work...
4 min read
Timing Catch‑Up Contributions to Reduce Taxes in Your Late‑50s
Learn how strategic timing of catch‑up contributions can lower your taxable income and stretch retirement s...
4 min read
Roth 401(k) Catch‑Up Contributions: A Practical Blueprint for Late‑50s Workers
Learn how to use Roth 401(k) catch‑up contributions to boost retirement savings and shorten the path to ear...
4 min read
How 72(t) Substantially Equal Periodic Payments Can Fund an Early Retirement
Learn to use 72(t) SEPP rules to access retirement savings before age 59½ without penalties, a practical op...
5 min read
Supercharging Your 401(k) with After‑Tax Contributions in Your Late 50s
Learn how after‑tax 401(k) contributions can boost retirement savings for professionals in their late 50s.
4 min read
The Rise of Delayed Retirement: Financial Necessity and Labor Force Trends
Many Americans are choosing to work past the traditional retirement age of 65 due to longer life expectanci...
6 min read
Calculating the Cost and Benefit of Roth Conversions Before Retirement
Moving money from a traditional IRA to a Roth account can lower your future taxes and manage required minim...
6 min read
The Decline of Traditional Pensions and Strategies to Replace That Income
Traditional pensions have largely vanished from the private sector, shifting the burden of retirement savin...
6 min read
Why Your Social Security Statement Might Understate Your Future Benefits
The numbers on your annual Social Security statement often look lower than the checks you will actually rec...
7 min read
Mathers' 10 Rules for Surviving Retirement Without Losing Your Mind or Your Marriage.
Ten hard won rules for making retirement work, delivered with the kind of honesty that only comes from a ma...
20 min read
Your Social Security Is Shrinking: 5 Moves to Make Right Now
The Social Security trust fund is projected to run short by 2033, which could cut benefits by 23%. Here are...
30 min read