JPMorgan Chase says ongoing inflation and an outlook for sharply lower returns for investors means that retirees should toss the long-standing 4% rule. That's the rule that says retirees can safely draw down their savings by 4% per year without … Continue reading → The post JPMorgan Says You Can Safely Withdraw This Much From Your Retirement Accounts Yearly appeared first on SmartAsset Blog.
If you’ve been a financial planner for more than a minute, you’ve heard this question. Do I have enough saved up so I can stop working? If the answer is no, the inevitable response is when will I have enough?
If you’ve been a financial planner for more than a minute, you’ve heard this question. Do I have enough saved up so I can stop working? If the answer is no, the inevitable response is when will I have enough?
The Secure 2.0 Act, which passed into law late last year, created this new provision that allows the owner of a 529 account to transfer up to $35,000 in unused education funds to a Roth IRA for the account’s beneficiary