Tag: retirement account
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I’m on track to retire at 45. I started my career earning only $26,000 and followed this 4-phase plan.
Annie Cole left her VP role to focus on family and launch a financial coaching business.Cole transitioned from a $26,000 salary to planning to...
I have $12K in my checking account and was told that’s too much — so how much should I really keep in there?
You’ve been stashing some extra cash in your checking account, but you now have about $12,000 saved up. You want that cash to be...
This Monster Growth Stock Is Up Nearly 300% in 5 Years. Here’s Why It’s the Largest Stock Position in My Portfolio Right Now.
The last five years were chaotic, with a global pandemic, a presidential election, inflation, swift interest rate changes, bank failures, and more. Despite this...
Ask an Advisor: I’m Going to Do a Roth Conversion on $250k. Can I Use the Converted Funds to Cover the Taxes?
I want to do a Roth conversion from my traditional IRA in the amount of $250,000. It’s my understanding that I have to pay...