Tag: financial advisor
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‘Don’t Time the Market,’ Says Schwab – This Data Explains Why
The investment strategies Schwab studied represent popular approaches, but many others may prove suitable for specific...
Report: 34% of Americans Are Second-Guessing Retirement Plans Due to Complex Jargon
Other retirement-related areas where respondents felt shaky was with the two largest, most unpredictable expenses in...
Ask an Advisor: I Inherited My Sister’s IRA. How Can I Minimize Taxes When I Don’t Need Distributions Yet?
You can’t avoid the distribution taxes entirely. That’s by design as the entire point of RMDs...
How to Retire at 70 With $250K in Savings and $3,000 Monthly Social Security
Can you afford to retire at age 70 with $250,000 in an IRA and $3,000 in...
Ask an Advisor: I’m 60 With $2.4 Million in Retirement Savings. How Do I Manage Withdrawals to Keep Healthcare Subsidies?
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