In most cases, the age 59 1/2 rule means you can't touch your retirement account savings without paying a penalty. But there are exceptions.
We stuffed our lives into two backpacks and four suitcases to move to Portugal. Here's how it affected our taxes and retirement accounts.
There are many ways to spend your nest egg, but they generally fall into a continuum between the "probability-based" school of thought and the "safety-first" school of thought.
An interview with Big ERN, the man behind Early Retirement Now, where he discusses the pro and cons of FIRE and how to figure out withdrawal rates.
In this episode, we dive into everything to know about RMDs: how they are calculated, minimums, tax implications, tax mitigation strategies & lots more.
A taxable account can be more of a not-so-taxable account. In fact, with the right conditions, it can be almost as good and possibly better than a Roth IRA.
Are you enough of a super saver that you should be making Roth contributions and conversions in your peak earning years? Today we tackle the question.
PoF shows how to save thousands on basic portfolio management chores by teaching how to take end of year RMDs and rebalancing.
Those who suggest doctors in their peak earnings years should make Roth 401(k) contributions, do Roth conversions, or worse, avoid tax-deferred accounts altogether are either ignorant or selling something.