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Retirement
How Can a Trust Own an Annuity?
Annuities can offer a steady stream of income when you need it most, while trusts…
Differences in the Types of Retirement Plans
There are many retirement plans available to help you save for your golden years. 401(k)s,…
I’m 65 and Retiring Soon. How Should I Structure My $1.1 Million Portfolio?
Your financial objectives and risk tolerance will primarily dictate how you structure your portfolio. But…
How Can I Reduce the Amount of My RMD Payments?Â
In the year that a required minimum distribution (RMD) is due from a 401(k), IRA…
How to Invest in a Socially Responsible Roth IRA
Environmental, Social and Governance, or “ESG,” investing is getting bigger. According to a 2022 analysis…
How Getting Married Impacts Your Roth IRA
Getting married does not automatically impact your Roth IRA. Your portfolio and its tax status…
11 Retirement Planning Tips for 2024
Planning for retirement has a new look in 2024, thanks to changes brought about by…
What Are Safe Retirement Withdrawal Rates?
One of the most pressing questions you’ll face when planning for retirement is how much…
I Have $845k in a Traditional IRA. How Can I Reduce Taxes When Converting to a Roth?Â
There’s no way to entirely avoid paying income taxes when you convert a traditional IRA…
How 401(k) Loans Impact Your Taxes
While borrowing from your 401(k) account can hurt your long-term retirement planning, that’s not the…
We Have $1.4 Million in IRAs and Fully Own a $750k Home. Can We Retire in 2 Years at 60?
Retiring early can be tricky, even if you have considerable home equity. Say for example…
I’m 66, Taking Social Security, and Have $745,000 in a 401(k). Is It Too Late to Convert to a Roth IRA?
Legally, it’s never too late to make a Roth conversion. The IRS will let you…
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