Personal Finance
4618 Articles
A 64-year-old couple sitting on a $920,000 Roth IRA was pitched a strategy that sounds almost too good to be…
Roth conversions look like free money on a spreadsheet: pay tax now at a lower bracket, never pay tax on…
A senior director at a public mega-cap company is wrapping up her career at age 61. Her 401(k) sits at…
The pitch sounds clean. Hand an insurance company $750,000 and receive $4,200 a month for life, regardless of what the…
A recently divorced caller phoned Ramsey Everyday Millionaires with a familiar mid-life math problem: 21 years of marriage gone, $85,000…
A $100,000 portfolio throwing off $750 a month answers the retirement income question. The math is unforgiving: $9,000 a year…
The retiree who paid off the house to lock in low costs in retirement is now watching property insurance behave…
Replacing a dentist’s $150,000 salary entirely with dividend income is a goal that lands squarely in high-earner territory, anchoring a…
A single mother who already burned $100,000 on legal and travel expenses fighting her daughter’s father called into The Ramsey…
Selling a business you spent 30 years building should feel like a finish line. For a 64-year-old California owner cashing…
Linda and Mark retired at 64 with a clean plan: convert a chunk of their traditional IRA to a Roth…
In the course of his presidential campaign, Donald Trump had a lot to say about Social Security. And that makes…
A retired couple in their mid-60s, sitting on a large brokerage account with decades of embedded gains, has one of…
Joseph called The Ramsey Show with a problem most families would envy and recognize. He and his wife earn about…
If you’re like most seniors and you rely on Social Security to help you fund your expenses in retirement, seeing…
Our top personal finance-related articles today. Your wallet will thank you later.