News

In this excerpt from her new book, ‘How to Retire,’ Christine Benz discusses how to sequence withdrawals from taxable, tax-deferred, and Roth accounts, as well as the wisdom of Roth conversions.
So if you have a $2 million retirement portfolio, you can withdraw $80,000 the first year. This is a little more than half the $150,000 you’re looking to spend a year. You would need a nest egg ...
Robert Powell's Retirement Portfolio How good is your 401 (k)? New features may help workers save more and spend better. AI, annuity options, stickier enrollment and more comprehensive advice are ...
Spend and Save Like a Pro in the Digital Age with These Tips When it comes to money management, technology can be your friend or foe. Now that you understand the potential risks, exercise caution ...
So if you have a $2 million retirement portfolio, you can withdraw $80,000 the first year. This is a little more than half the $150,000 you’re looking to spend a year.