Retirement Weekly: News and analysis for those planning for or living in retirement


From MarketWatch:

Should you convert your IRA to a Roth if Biden’s infrastructure plan passes?: Some Americans are thinking about moving the money in their traditional accounts into Roth accounts, but when is the right time to do that? 

Have an extra $50? $100? Even $20? Use it on an IRA for your future retirement (maybe even sooner): This is how to open an IRA, and why you should consider it.   

Four things I won’t miss about owning a home: Homeownership is a hard job, and some people would rather not deal with the hassles anymore. 

Also on MarketWatch:

Why index funds are nuts 

Have you claimed Social Security and then gone back to work? Make sure you do this right away 

‘I really need more sunshine and a bigger body of water’ — where can I retire on $40,000 a year? 

We want to leave cold Midwest states for ‘warmer and drier climes’ and affordable healthcare on $44,000 a year — so where should we retire? 

Should you buy a vacation home as a place to retire

Inheriting a house? Read this before you make any rash decisions 

We have $1.6 million but most is locked in our 401(k) plans — how can we retire early without paying so much in taxes?

More in retirement news:

What NOT to do with your TSP: 8 Thrift Savings Plan mistakes to avoid (Kiplinger)

Prudential Financial is said to weigh sale of retirement arm (Bloomberg

Why this financial expert has a retirement alter ego: Money tips for single women (Good Morning America

UFC’s Jimmy Flick explains retirement decision: ‘We have no 401(k) We have no fallback’ (MMA Fighting)

Rep. Kevin Brady, point person on GOP tax cuts, announces retirement (Politico)

Research and Insight:

Americans are dangerously underestimating healthcare costs in retirement, a study indicates (Waco Tribune-Herald

Why it’s important to not overlook taxes in retirement (National Association of Plan Advisors

Study warns Massachusetts tax proposal would raid retirement plans (401(k) Specialist)

The consequences of claiming Social Security benefits at age 62 (AARP)

People don’t save for a nursing home stay (Center for Retirement Research at Boston College

To share with your family, friends and clients:

What to do when you don’t like your grandchildren 

The madness of stock picking 

I’m planning to retire early — and rich — thanks to NFTs 

Think you can rely on the 4% rule in retirement? Think again

Shhh! Nixed portfolio crushes Wall Street — again 

Are you worrying too much about running out of money in retirement? 

How much could proposed estate tax changes affect you and your family? 

: NBA great Dwyane Wade buys an ownership stake in the Utah Jazz

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