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4 Reasons Your Retirement Plan Is Overly Conservative
The goal of retirement planning is to maximize quality of life by enhancing retirement income and spending. Some are playing it too safe. The post 4 …
401(k)s, IRAs, 403(b)s, and Other Retirement Account Questions
Answering reader questions about rolling a 401(k) into an IRA after changing jobs, how to do a 403(b) rollover, and how to pass non-discrimination te…
Losing $150K, Starting Over, and STILL Retiring Early | Life After FIRE
Think you’ve blown your chances of achieving FIRE? You haven’t! Just ask Nik Johnson, who spent years growing his nest egg, only to have it completel…
Safe Savings Rate — What Percentage of My Income Should I Save for Retirement?
Are you hoping to retire one day? How much do you need to start saving? Here's what percent of your income you need to put away. The post Safe Saving…
Investing in Short-Term Rentals With an IRA: What You Need to Know
Short-term rentals (STRs) have become an increasingly popular investment strategy, with platforms like Airbnb and VRBO making it easier than ever to …
Taxes in Retirement, Tax-Gain Harvesting, and Avoiding Probate
Answering reader questions about tax liability in retirement, Social Security tax limits, tax-gain harvesting in UGMA accounts, and whether it is imp…
Ditch Corporate! Start Taking the “Slow” Path to Retirement
The “death march to FI” isn’t for everyone. If you’re tired of climbing the corporate ladder or lacking a sense of purpose at your W2 job, it’s not t…
Should I “Reset” Retirement Withdrawals in Bad Markets?
Can a small difference in retirement date affect someone's spending for the next 30+ years? Should I reset my retirement withdrawals?
Ask HTM: Finding Travel Deals, 401k Match Changes, and Our Take on Long Term Disability – Episode 9…
Let’s dive into the week with some fresh listener questions we have lined up for you! And don’t just stand on the sidelines- if you have a ques…
How to Prepare for an Unexpected Retirement?
Hey Everyone! This one is for all the harried federal government workers out there. Most civil servants are dedicated and hardworking people. It’s a …
