Category: Retirement Planning

Don’t Aim for “Average” Retirement Savings

Measure Your Nest Egg Using the Right Yardstick Note: This post contains affiliate links. If you buy something through one of these links, I may receive a commission. If you’ve been wondering whether you’re retirement savings are on track, you may have searched to see what other people your age have saved. It’s what most people...

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Ladies, We Need to Save More for Retirement

Overcome Anti-Woman Retirement Obstacles to Fully Fund Your Future Note: This post contains affiliate links. If you buy something through one of these links, I may receive a commission. It’s harder for women to save money for retirement – that’s just a fact. And that can leave many of us in a dicey situation when we’re...

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How Much Money Do You Need to Retire?

A Quick, Simple Way to Figure It Out Figuring out how much money you need to retire can feel like the hardest math problem you’ve ever faced. But there are some simple ways to estimate how much to save to support your desired lifestyle. One of the easiest methods to give you a solid ballpark...

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Save Big on Taxes in Retirement with These Simple Strategies

Note: This post contains affiliate links. If you buy something through one of these links, I may receive a commission. It’s the number one goal in retirement: Making your money last. And one of the best – but too often ignored – ways to do that is to lower your biggest household expense: TAXES. By using...

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7 Reasons to NEVER Borrow from Your 401(k)

You’re sitting on a pile of cash… and you really need that money now. You’re struggling with debt, having a hard time making ends meet, and that 401(k) money is just sitting there, locked away for the next 20 (or 30 or 40) years. At first glance, it makes sense to tap into that stash...

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Phased out of a Roth IRA? Here’s How to Use the Backdoor and Avoid Tax Traps

UPDATED FOR 2019 I’m a big fan of Roth IRAs: They offer the most flexibility and best future tax advantages for retirement money… Earnings are never taxed You can withdraw your contributions at any time without penalty You don’t have to take the money out after you hit retirement age As long as you’re working, you...

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