Retiring early is popular and for good reason. If you hit your financial targets early, why not step away from work and long commutes to spend more time with friends and family? Nearly one in five U.S ...

Age 55 is highlighted as a pivotal point for considering early retirement and associated financial strategies. Roth conversion strategies can enhance tax efficiency when retiring early, especially ...

The rule of 55 allows penalty-free 401(k) withdrawals only from your current employer’s plan after separation. Funds in old 401(k) accounts from previous employers remain subject to the 10% early ...

The 10 years before retirement are the most critical. You can finally begin to see the life you've worked so hard for. Whether you dream of traveling, spending more time with family, or finally ...

Studies agree that one age, in particular, is the least optimal for claiming Social Security retirement benefits. Collecting benefits at this age can have a significant negative financial impact on ...

Early retirement at 55 sounds like a dream for many Canadians who want to escape the daily grind and enjoy life sooner. Leaving work over a decade before traditional retirement brings unique ...

The law says if you start your Social Security checks before full retirement age, your benefit will be reduced five-ninths of 1% for each of the first 36 months of reduction and five-twelfths of 1% ...

Learn the early retirement withdrawal rules that allow you to access retirement funds before age 59½ without penalties, including the Rule of 72(t) and the Rule of 55, and how to use them wisely.

You can start claiming Social Security once you turn age 62. Claiming before full retirement age is considered to be an early claim. Early claims have consequences, including potentially reducing ...

Spousal Social Security benefits can be complex, but understanding them can help maximize your retirement income.