Tag: financial advisor
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Are Our $350,000 IRA Savings at Risk of Being Taken by a Nursing Home?
A $350,000 account could be exhausted in just a few years if both members of a couple required semi-private rooms...
I’m 60 With $1.1 Million in an IRA. Should I Convert $100,000 Per Year to a Roth to Avoid RMDs?
Required minimum distributions, or RMDs, are a problem for some retirees. If that’s your situation, a Roth conversion may be...
Should I Take a $48,000 Lump Sum or $462 Annuity Payments?
SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. Buyout decisions...
Ask an Advisor: We’re 65, Have $1 Million, and Want to Live on $90K a Year. Is That Feasible?
My wife and I are both 65 years old. She will retire this year and I’ll work until I’m 67....
I’m 62 With $1.6 Million in an IRA and a $2,800 per Month Social Security. What’s My Retirement Budget?
A budget by definition includes both income and expenses. The two halves of a budget are interdependent, so that if...