Category: Retirement Planning
As outlined in my recent Safe Withdrawal Rate post, answering the “How much do I need to retire?” question is critically important for anyone who wants to retire some …
I’m excited to finally unleash my Safe Withdrawal Rate post as I believe it can be life changing, when used properly. Note that the safe withdrawal rate concept and …
The Saver’s Tax Credit details below have been updated for the 2016 and 2017 tax years. What is the Saver’s Credit? The Saver’s Credit (aka the ‘retirement savings contribution …
One of the biggest sentiments I encounter when chatting about retirement savings with others goes a little something like this, “Ahhh. I’m young – I’ve got plenty of time …
I’m willing to bet that most readers of this article have heard of a “spousal IRA”, but very few know exactly what it is or how it works. In …
The U.S. government’s IRA plan, myRA (short for “My Retirement Account”), is now available for everyone. This post includes all of the details you should need to know. What …
It wasn’t long ago that I blasted the traditional 10% savings plan advice given by financial gurus that recommends you work until traditional retirement age (65+), save 10% along …
