Tag: retirement
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On the Verge of Retirement: How Should You Handle Your IRA?
When you retire, you make the final shift from the era of wealth accumulation to wealth management.This is a big deal. Managing your IRA...
In Our 50s With $1 Million in 401(ks): Should We Switch to Roth Contributions Before Retiring?
Should you make 401(k) or Roth IRA contributions?In a perfect world, the answer would be both. If you have the means, maximizing your traditional...
9 Steps To Retire a Millionaire If You’re in Your 40s and Have Never Invested
Becoming a millionaire sounds possible when you’re young and see everything full of possibility. But what if you started out late in the game...
Retiring abroad? Why the best, happiest places to grow older and retire are not where you’d expect.
Those international “best places to retire” surveys typically point to warm, low-cost countries in Central and South America. But, in many ways, beautiful northern...
Roth Conversion Ladder 101: Your Guide to Tax-Free Withdrawals
A Roth IRA conversion strategy is not a one-size-fits-all solution. Your financial situation is as unique as you are. Navigating the landscape of Roth...