This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Use this calculator to estimate how much income and savings you may need in retirement.
Determine whether you should consider refinancing your mortgage.