Tag: financial advisor
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I’m 69, Taking Social Security and Have $815k in My 401(k). Is It Too Late for a Roth Conversion?
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More Americans Are Opting for Early Social Security. But at What Cost?
The number of workers claiming Social Security early in their 60s is increasing, which may be...
Ask an Advisor: What Are My Capital Gains Tax Obligations on a $750k Home Sale?
Figuring capital gains tax that may be owed on a home sale depends on several factors....
Ask an Advisor: I’m a Nurse With $1 Million in Assets and a $7k Pension. Can I Retire Now at 54?
With those assumptions in hand, we can use the 4% rule to estimate the amount of...
How Much Money Can I Give My Daughter and Her Husband Without Worrying About Taxes?
So let’s look at how the gift tax applies if you’re hoping to give money to...