The amount of money you need to retire depends on a number of factors, including your desired standard of living in retirement, your projected retirement expenses, and the length of your retirement.
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? Show Notes In this episode, Roger Whitney dives into the essentials of required minimum distributions, explaining the age thresholds, how the amounts are calculated using IRS life expectancy tables,...
The IRS has announced the cost‑of‑living adjustments for pension plans and other retirement-related items for tax year 2026....
Meera and her husband have $4.5 million in retirement accounts and a $430K income. They want guidance on when to start Roth conversions, how much to convert each year, and whether to continue 401(k) c...
To read this story on KSL.com, click here. You probably know how much money you have saved for retirement. But do you know how much money you’ll owe in taxes…...
It’s not too early to start planning your spending for 2026 even though you haven’t yet determined your January 1, 2026 Funded Status. You or your spouse may be considering spending in 202...
You probably have a good idea of how much money you’ve saved for retirement. But do you know how much you’ll owe in taxes when you retire? This is the…...
Planning for your child's college education can feel overwhelming, especially when faced with skyrocketing tuition costs and countless savings options. This week on the show, we're discussing the ques...
You'll be surprised by how much collective time there is in the world and how it is used. See how it compares to how you spend your time. The post How Much Money is There in the World and How Much Tim...
What chance do you have of living to 100? And, can you afford to do so? Explore life expectancy trends and what it takes to fund a long life. The post How Much Do You Need for Retirement if You Will L...
Today we answer a question from Sandi about how much umbrella insurance coverage you really need — especially as you approach retirement. We discuss why someone might choose a $2 million policy,...
The best strategy for when to claim Social Security benefits resides in a wide zone. It doesn't matter much when you choose a date within the zone. Learn the Nuts and Bolts I put everything I use to m...
As of 2025, among new medical school graduates who carry debt, the typical student debt burden is around $216,659. And ... Read more...
We've officially announced all 10 winners for the 2025 WCI Scholarship. Here are the winning essays and how much money each has earned. The post 2025 WCI Scholarship Winners appeared first on The Whit...
After a strong third quarter and a better-than-expected September, investors are asking, “How much longer can this last?” In his latest market update, Mark Sorensen, CEO and Chief Investme...
The real question isn’t “Can we retire?”, it’s “On how much, and when do the big costs fade so our savings can breathe?” In this episode, James walks through one co...
Soaring gold prices and a new IRS CEO were in the news this week — but why? How much do you know about the week's financial stories?...
M64 wife is 57, no kids. We have just north of 4 mil in liquid assets split between 3 in after tax and 1+ in 401k. How much should we have in real estate vs bonds,equities and annuities? I’m ant...
The Nike stock price, Amazon's settlement and the shutdown were all covered by Kiplinger this week — but why? How much do you know about the week's financial news?...
How Much Do Lyft Drivers Make? Here’s What You Can Expect...
Trump Accounts, LAC stock and stimulus checks were all Kiplinger stories this week — but why? How much do you know about the week's financial news?...
Determining how to decumulate your nest egg in retirement is one of the hardest tasks in finance. Is the 4% rule still a good guideline? The post Here’s How Much the Man Who Invented the 4% Rule...
Roth rules, interest rates, Nvidia and paper checks were all featured by Kiplinger this week — but why? How much do you know about the week's financial news?...
You’ve seen the headlines: “How Much Money You Need to Retire Early” “The Net Worth You Must Have for Financial Freedom” “Experts Reveal the Magic Number” &ld...
A retirement story that challenges everything you thought you knew about what’s possible in your golden years. Meet Michael and Lisa: a couple in their early sixties with $2 million saved who ar...
The Milliman 2025 Retiree Health Cost Index reveals that a 65-year-old couple may need up to $388,000 for medical expenses in retirement....
Test your basic knowledge of the Social Security program in our quick quiz....
What it all boils down to is will you be comfortable in retirement? Some people may rely on formulas, while others just aim for $1 million nest egg....
The Million-Dollar Baby (No, Not the Movie) How much does it cost to raise a kid in America? The short ... Read more...
Retirement will be in the next few years for me and my wife. I often look at Zillow to see what houses are in our price range where we could retire near the coast or on a lake, and the ones I find are...
Building a million-dollar retirement account requires strategic saving, consistent contributions and a mindset focused on long-term progress....
Most RSU holders know they will owe taxes, but few know exactly how much per share. Here is how to calculate the Tax Impact Per Share so you can sell smarter and stop letting “because of taxes&r...
What if true wealth isn't just about how much you’ve saved, but how wisely you’re living? Join us as we explore theWiseWealth Matrix, a tool built on six life “currencies” that...
No matter how much you earn or what you own, some habits instantly lower the way people see you. They might seem small in the moment, but over time they chip away at your image and how others treat yo...
Guaranteed lifetime income sounds great, but how much will it be? Several factors determine your future payout on indexed annuities with an income rider....
I had planned to start taking my Social Security benefits before my full retirement age in February 2026, but wanted to wait long enough to include two more final paychecks. My 2025 earnings were file...
FROM THE ARTICLE. How Big Should Your Emergency Fund Be When You’re Retired? You don’t want to be underprepared (or overprepared) when you need to cover costly surprises. By Maya Dollarhid...
How much money do you need to feel financially comfortable or wealthy? The answer depends on where you live, your household size, and your lifestyle desires, of course. However, according to the2025 C...
Outliving your retirement savings is a real fear, especially if you live in these five states....
Here's a detailed look at income annuities and the factors that determine your payout now and in the future....
If your goal is to spend $10,000 a month in retirement, how much do you really need saved? The answer isn’t as simple—or as overwhelming—as it might seem. In this episode, I break do...
$4.8 billion. That’s how much was paid in medical malpractice settlements in 2023. If there’s one thing you can say ... Read more...
Today we answer a question from Sandi about how much umbrella insurance coverage you really need — especially as you approach retirement. We discuss why someone might choose a $2 million policy,...
In this episode, we walk through a retirement planning scenario involving a couple in their early 60s with a $4 million investment portfolio. Their financial plan reveals something surprising: they ma...
We asked you to fill out the 2025 WCI survey, and so many of you did. Here's what you said, what you like, and what you want us to improve. The post 2025 WCI Survey Results: Here’s How Much You ...
I'm 60 and work on a contract basis so I have some flexibility in when to retire and how much work to take on each year. I've been modeling the pessimistic scenarios to see if this year is the one and...
Some seniors could soon see their Social Security garnished for student loan payments. Here’s how much the government can take....
Jeffrey and Cindy came to me with $3 million saved and one big question: How much can we actually spend in retirement? In this video, we walk through a retirement planning scenario—looking at sp...
If you are filing for your Social Security Retirement BEFORE your Full Retirement age, PLEASE keep in mind there is an Earnings Limit on how much you can make and not have some of your benefits clawed...
![How Much Does Doordash Pay? Is Doordash Worth It? [2025
Guide]](/postImages/postImage14137.png)
How Much Does Doordash Pay? Is Doordash Worth It? [2025 Guide]...
You’ve RSVP’d yes. You’ve booked the hotel, bought a pastel dress you’ll never wear again, and Venmo’d $187 to some ... Read more...