Should you take your first required minimum distribution (RMD) early or late? Here's the financial impact.

Should you take your first required minimum distribution (RMD) early or late? Here's the financial impact. Taking your first RMD late could leave you with a lot of extra taxable income for the year, ...

'The stress at my job is getting worse every day': I'm 61, earn $177K, and have a 401(k) with $965K. Do I retire and downsize?

I'm 61, and the stress at my job is getting worse every day as changes are happening rapidly. I can deal with change, but not the underlying "I'm better than you" attitude that comes with it.
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IRS boosts limits for 7 retirement accounts -- including the first IRA catch-up hike in ages. Here's how much more you can save in 2026

The catch-up limit for SIMPLE accounts is also higher for those aged 60-63, though it will remain $5,250 for 2026. For 2026, ...

What Happens to Your 401(k) When You Die? Here’s What You Need to Know

Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...