RETIREMENTGUY

The 'mega-backdoor Roth IRA' is on the chopping block, too, but neither is a done deal. On Sept. 13, Democrats on the House Ways and...

Mistake No. 1: Not Understanding Your Grant Or How It Works This point may seem obvious, but you’d be surprised. Employees sometimes tell...

If you've been investing long enough, you've probably heard about the investment vehicle known as a "fund of funds." But how these...

The Ways and Means Committee released the first draft of a major tax bill this week. While it is mostly aimed at increasing taxes to pay...

Washington workers will soon start paying a new payroll tax to fund a first-of-its-kind long-term care program. The WA Cares fund was...

Income is a key factor in determining eligibility for Supplemental Security Income (SSI), a monthly benefit for people who are disabled,...

When it comes to income in retirement, one looming question confronts most individuals: How much money is enough? While the answer to...

For most of us, friendships are vital to health, wellness and overall happiness. Whether we crave daily interactions or something a...

With the stock market seemingly hitting new record highs every day and mortgage rates near record lows, you may be wondering if you...

Social Security’s trust fund will be able to pay full retirement benefits until 2033, one year earlier than predicted in 2020’s report....

Between longer lifespans and a seemingly never-ending bull market, you might be tempted to invest heavier in equities during retirement...

These calculators can help you begin thinking about what you can do to maximize the amount you will receive from Social Security in...

(Common Biases that Investors Face) Behavioral finance biases….where do I begin? Is this really an article about potential pitfalls that...

I want to outlaw the word ‘retirement’ from the vocabulary. Basta! To upgrade our mindset around the concept of retirement. Why? Because...

Costa Rica's remote beaches and dense jungles are both beautiful and exotic. You can hike a volcano, visit a cloud forest, relax in...

Schwab Retirement Plan Services has launched an interactive, online dashboard that helps retirement plan participants assess their...

Choosing a financial advisor is a major life decision that can determine your financial trajectory for years to come. A 2020 Northwestern...

There are several organizations that require your Social Security number, including your employer, the IRS, and financial institutions....