Category: Early Retirement

Roth Conversion: The Devil is in the Details

Earlier this year, the NCPA released a Brief Analysis on the 2010 tax law change that allows individuals of any income level to convert a traditional IRA to a Roth IRA.  For most people, the benefits outweigh the costs.  But a New York Times article released today gives some important  tips on how to convert.  If you are considering [...]

Mar 04, 2010 | 1 comment | by

“Retirement Readiness” is All About Income, Not Age

 "The question isn't at what age I want to retire, it's at what income."  ~George Foreman   I came across an informative article in Monday's Dallas Morning News, "Retirement Readiness."  (This article is also available in the New York Times). Two financial advisors in North Carolina put their pre-retiree clients through a "boot camp" designed to [...]

Aug 07, 2009 | 6 comments | by

Is Working Longer a Bad Thing?

Fresh from the Employee Benefit Research Institute, a new survey found that many people plan on postponing retirement and working longer than they originally anticipated.  The reasons?  A bear market, economic worries, and less confidence in how much they have saved for retirement.

Apr 20, 2009 | 4 comments | by