I will begin early Roth IRA withdrawals later this year. When I said that I’ll be living off my retirement funds and making withdrawals, SVB at The Digerati Life wanted more information. There are a few options on how to access funds while I’m still in my 20s.
Roth IRA Withdrawals
It’s easy to get confused [...]

Are you or a family member a recent graduate? Many older adults look back and say the number one thing they wish they would have done differently was learned about money management while they were young. Your actions now will have significant impact on how the rest of your life shapes up financially. Find out what you should be doing in Financial Tips for New Grads!

I poured over spreadsheets the last couple weeks trying to decide if I could pull off the retirement. My company gave us two weeks notice before our pension plan would drop significantly.
Obsessing Over the Decision
It was funny, even though I kept looking at the numbers, they didn’t change! As Mike from Quest for [...]

There’s a basic formula for determining when you can retire: when the withdrawals on your retirement nest egg will cover your expenses. Simple right? But what if your company wanted you to make a retirement decision, and gave you two weeks to decide?
Unfortunately, that’s a situation that we’re currently facing. Our company announced a [...]

Happy retirement paperwork filing day, mom! My mom is turning in her paperwork today to retire later this summer. I made her a checklist of all the things she needs to do before the big day.
I expanded the list here to include planning for those of you nearing retirement (or wishing you were!). Many [...]