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  2. Mortgages for seniors: Getting a home loan in retirement - AOL

    www.aol.com/finance/mortgages-seniors-getting...

    401(k), IRA and Keogh distributions. Copies of statements and/or tax returns. Interest and dividends income. Copies of statements, 1099s and/or tax returns. Annuities.

  3. 401 (k) withdrawal rules: What to know before cashing out ...

    www.aol.com/finance/what-are-401k-withdrawal...

    A 401(k) loan is a type of loan that allows active employees to borrow from a retirement account balance, making you both the lender and the borrower. Not all retirement plans allow for 401(k ...

  4. Social Security retirement age: When to take Social Security ...

    www.aol.com/finance/social-security-retirement...

    Year of birth. Full retirement age. 1937 and before. 65. 1938-1942. 65 + 2 months for each year past 1937. 1943-1954. 66. 1955-1959. 66 + 2 months for each year past 1954

  5. Roth solo 401(k): What it is and who should get one

    www.aol.com/finance/roth-solo-401-k-one...

    What is a Roth solo 401(k)? A Roth solo 401(k) is a special kind of solo 401(k) account that allows participants to make after-tax contributions. The biggest benefit is that the contributions can ...

  6. Roth IRA conversion: Here’s everything you need to know ...

    www.aol.com/finance/roth-ira-conversion...

    A Roth 401(k) can be converted without creating a tax liability. You’ll likely have more investment options in an IRA than you did with your employer-based plan.

  7. Retirement Planning: This FIRE Advocate Suggests Two ... - AOL

    www.aol.com/retirement-planning-fire-advocate...

    Software developer, Lauren Boland (40), who programmed an early-retirement calculator in 2013 called cFIREsim, told Business Insider she and her wife were “about 90%” to their goal” with ...

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