Tag: financial advisor
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Want to Minimize Retirement Taxes? Don’t Follow This Popular Strategy
Aside from drawing down tax-deferred accounts before claiming Social Security, one way to sidestep this “tax torpedo” is by having Roth assets.Remember, for someone...
Is It Smart to Shift to Roth Contributions at 62 with $1.6 Million Saved?
Imagine that you’re 62 years old and married with $1.6 million in 401(k)s that you’re still contributing to. Should you stop all pre-tax contributions...
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...
Boomers: Here Are 5 Types of Financial Advisors — and How To Choose the Right One for You
We all need financial guidance from time to time. But the type of advice you need can depend on your age. Baby boomers, for...