Tag: financial advisor
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We Have $800k in Investments and a Paid-Off Home – Can a Nursing Home Claim Our Assets?
For a household with significant assets – for example, $800,000 in investments and a paid-off home – Medicaid’s rules can create significant issues. These...
Ask an Advisor: I Inherited My Late Wife’s 401(k). She Wasn’t 72 Yet. When Do I Have to Take RMDs?
Another option would be to convert some or all of the inherited 401(k) balance to a Roth IRA. This would eliminate the need for...
Why Working Longer to Max Out Social Security Isn’t a Sure Bet
As a 2022 report from the National Bureau of Economic Research noted, “Americans are notoriously bad savers. Large numbers are reaching old age too...
At 65, With $120k Left on Our Mortgage, Should We Use Our $650k IRA to Pay It Off?
SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. Should you prioritize debt or savings? This...
I’m Expecting $3,000 in Social Security Each Month. What Strategies Can Reduce My Tax Burden?
SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. When determining your income taxes in retirement...