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Living on Dividends in Retirement: How It Works and What Can Go Wrong
Dividend income as a retirement paycheck: why some retirees prefer it to selling shares, and the risks that come with it.
Zach Poitra
4 days ago3 min read
What to Do With Your 401(k) When You Retire
The four choices for a 401(k) at retirement, the reasons to leave it or roll it, and two rules that trip people up.
Zach Poitra
4 days ago2 min read
When to Take Social Security: The Questions That Decide It
Five questions that decide the right claiming age, including the one about your spouse that most people skip.
Zach Poitra
4 days ago2 min read
Roth Conversions in Retirement: Who They Help and Who They Don't
When paying tax now beats paying it later, the window most retirees miss, and the three thresholds a conversion can trip.
Zach Poitra
4 days ago3 min read
How Colorado Taxes Retirement Income (2026)
Colorado's pension and annuity subtraction, the Social Security rules by age, and what they mean for your withdrawal plan.
Zach Poitra
4 days ago2 min read
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