Retirement Planning

A viral graphic says U.S. retirement requires $2 million. Its arithmetic checks out, but its costs, assumptions and treatment of pensions are unclear.

• IRA Rollover to Gold Team
• November 4, 2026

A retired Bexley banking vice president describes decades of saving and investing, reaching $1 million in his mid-30s and building multimillion-dollar wealth.

• IRA Rollover to Gold Team
• November 1, 2026

Kiplinger outlines a retirement tax strategy using timing, tax-bracket management and account sequencing to address future tax costs.

• IRA Rollover to Gold Team
• October 26, 2026

At $5 million, estate planning may hinge on state taxes, heirs’ income taxes, liquidity and asset protection—not just the federal estate tax.

• IRA Rollover to Gold Team
• October 20, 2026

AJ Bell lowered its ready-made personal pension charge from 0.45% to 0.35% on 14 October. How it compares with the wider managed pension market remains unclear.

• IRA Rollover to Gold Team
• October 16, 2026

Which? says Premium Bonds offer tax-free prizes but no guaranteed return. The answer depends on prize results, tax and other savings options.

• IRA Rollover to Gold Team
• September 30, 2026

An estimated 1.65 million people are missing council tax support. Pensioners may qualify through Pension Credit or a low income and savings under £16,000.

• IRA Rollover to Gold Team
• September 29, 2026

Exploring key signs that may indicate early retirement could lead to future regret. Experts highlight eight warning signs to consider before making the leap.

• IRA Rollover to Gold Team
• September 24, 2026

German bond market saw significant net sales in July 2026, according to Bundesbank data, signaling shifts in investor behavior amid market uncertainties.

• IRA Rollover to Gold Team
• September 13, 2026