Tag: financial advisor
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I’m Paying 1% on $2 Million: Is My Financial Advisor Charging Too Much?
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I’m Earning $275k This Year. Can I Use a Backdoor Roth Strategy to Reduce Taxes?
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$150,000 Now or $1,200 a Month: Is a Lump Sum or Annuity Payment Better?
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Ask an Advisor: I Withdrew $60k from My Retirement Plan This Year Which Increased My Medicare Premiums. Is It Permanent?
I'm 71 years old and my current Thrift Savings Plan (TSP) balance is $315,000 after withdrawing $60,000 this year. This...
Can I Retire at 62 with $500k in My Roth and $2,000 from Social Security and Pension?
Ultimately, whether you have enough to retire depends on your costs and your income.If you can live on a tight budget with the right...