Year-End Withdrawal Planning (and the 2024 Election Results)
Now that November 5 has come and gone, we can turn to year-end planning for withdrawals from tax-deferred IRA and 401k accounts (and other tax deferred accounts such as 4013(b) accounts). My book, From Savvy Saver to Smart Spender shows that If you are a retiree with a large tax-deferred 401(k), 403(b), and/or IRA balance […]
Favorite (free) retirement planning calculators
I have been surfing the web a lot in the last couple of years to find the best resources to help with financial planning. There is a lot of information out there (except for information on the topic of my book, saving taxes!). Here are my recommendations for (free) websites that help answer the question: How […]
