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Latest Articles
Decoding The “Chance of Success” In Your Retirement Plan
You enter your income, expenses, investments and liabilities into your favorite retirement planner. You click a button, the software does some kind of calculation, and out pops a single number. It may be 87%. Maybe it’s 72%. Or it…
What Rate of Return Should You Assume for Retirement Planning
Estimating the future returns of your investments is a key part of most retirement plans. It can help us understand our plan’s chance of success, but it can also be the most challenging. In this article, I’ll walk through…
7 High-Yield Savings Options for Retirees
There are a lot of good reasons to hold cash, especially for those in retirement. An emergency fund is a must. And retirees need to keep a certain amount of cash for spending since paychecks have stopped or been…
Tax-Efficient Retirement Withdrawal Strategies to Combat the RMD Tax Tsunami
TL;DR Retirees have up to three types of accounts to draw from in retirement: traditional retirement accounts, Roth retirement accounts, and taxable accounts. Each account type is taxed differently. By choosing which accounts to draw from each year, retirees…
7 Ways to Build an Income Producing Portfolio in Retirement (And Why It’s A Bad Idea)
Many in retirement seek investments with high income. Whether interest, dividends, or both, retirees value the ability to spend income from a portfolio without the need to sell shares of the investment that generates the income. This sentiment was…
Series I Savings Bond Rates Now Stand at 5.27% (Updated November 2023)
Series I Savings Bonds rates increased this month. The unadjusted CPI-U rose from 301.836 in March 2023 to 307.789 in September 2023. As a result, the Inflation Rate on I Bonds increased to 3.97% in November 2023. At the…
Rob Berger is a former securities lawyer and founding editor of Forbes Money Advisor. He is the author of Retire Before Mom and Dad and the host of the Financial Freedom Show.