Tag: financial advisor
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With $900k in a Roth and $2,200 Monthly Social Security, Is Retiring at 66 Feasible?
Alternatively, you could consider delaying your retirement by just a few years. This may be especially attractive if you want to build more flexibility into...
Ask an Advisor: I’m Facing a Massive Tax Bill from Investment Gains – What Are My Options?
Since you won’t know until late in the year how much you might receive in capital gains distributions, it can be tough to estimate...
We’re 65 With $1.9 Million in Retirement Funds and $5,200 Social Security. What’s Our Budget?
SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. To really build a complete retirement budget...
I’m Planning a $900k Roth Conversion, but Do I Really Need to Wait 5 Years for Access?
Remember, the five-year conversion rule applies to money that you transfer from a pre-tax account into a Roth IRA.To recap, you must wait at...
Ask an Advisor: How Do Withdrawals Before 73 Factor Into My RMDs?
There are no magic tricks here. To reduce your RMD, you have to reduce your account balance as of Dec. 31 of each year.Roth...