Topic: Retirement Planning
The pages and articles you find here pertain to planning a successful retirement.
Choosing Between Roth and Traditional 401(k) Contributions
September 20, 2024School of Saving and Investing
Designated Roth accounts are a popular choice for savers with 401(k) plans, but they aren’t right for every situation.
How Are Social Security Benefits Calculated?
August 29, 2024School of Social Security & Medicare
Calculating Social Security benefits is complex, but understanding the process is key to forecasting retirement income.
Do You Have Too Many Retirement Accounts? A Case Study
August 22, 2024School of Saving and Investing
A couple came to Meld with nearly 20 retirement accounts. We created a unified plan that provided simplicity and peace of mind.
Should You Rollover Your 401(k) At Retirement?
July 26, 2024School of Saving and Investing
At retirement, you’ll need to decide whether to keep your savings in your 401(k) or roll them into an Individual Retirement Account.
How Medicare Impacts HSA Contributions
July 18, 2024School of Social Security & Medicare
Health Savings Accounts can be vital during retirement, but there are important contribution limitations for those covered by Medicare.
Are You Retirement Ready? A Case Study
July 11, 2024School of Saving and Investing
A client believed she wasn’t financially ready to retire but a second opinion from Meld helped her enter retirement confidently.
Are You Entitled to Social Security Survivor Benefits? A Case Study
June 13, 2024School of Social Security & Medicare
A client was told he didn’t qualify for Social Security Survivor Benefits. A second opinion from Meld helped him get what he was owed.
Health Insurance for Early Retirees
May 30, 2024School of Social Security & Medicare
Health insurance is one common barrier to early retirement. Fortunately, you have options to bridge the gap until Medicare begins.
Financial Checklist for Surviving Spouses
May 23, 2024School of Financial Wellness
This simple checklist will help you keep track of the most important financial tasks you need to accomplish after losing a spouse.