Tag: financial advisor
Browse our exclusive articles!
I Have $750K in My Roth and $1,800 Monthly Social Security – Is It Enough to Retire at 65?
Finally, in addition to growing your money, it’s important to keep an eye on your spending.Bryan Cannon, author of “Retirement Unplanned: An Expert Guide...
Empty Nesters: Don’t Fall Into This Common Retirement Trap
There are a number of very real reasons why empty nesters tend to save less for retirement. The financial burden and stress of raising...
Ask an Advisor: Is It Possible to Shrink My RMDs to $25k for Lower Social Security Taxes?
Taxes are always worth considering as part of your financial planning, but they are only one part of the bigger picture. What matters most...
I Have $640k in a 401(k) – What’s the Best Way to Convert to a Roth and Save on Taxes?
SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. Converting a 401(k) to a Roth IRA...
Is Fidelity’s 45% Rule the Right Retirement Strategy for You?
Fidelity’s 10x rule of thumb is a nifty guideline to follow as you save for retirement over the course of many decades. But when...