Tag: financial advisor
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Ask an Advisor: With $1.1M Cash at 60, $880K in My 401(k), and Social Security, Is It Time to Retire?
I am 60 years old, married, with no mortgage. We also have $1.1 million in liquid cash and $880,000 in a 401(k). I will...
I’m 65 With $500k in Cash and $1 Million in an IRA-Is It Finally Time to Retire?
The combination of this income and however you structure it may be enough to retire on now at 65, but that depends entirely on...
Ask an Advisor: When My Spouse Dies, Do I Get a Full Step-Up in Basis on My Home or Only the $250k Capital Gains...
What if a husband and wife own a home together that increases in value by $500,000. When one spouse dies and the other owns...
49-Year-Old Earning $1,000 a Week in Dividends With $927,892 Shares Portfolio: Top 8 Stocks and ETFs
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.Dividend investing is rising in popularity as investors...
With $1 Million in My 401(k), Should I Start Converting $100k a Year to a Roth at 62?
Roth IRAs are not subject to RMD rules, so converting a pre-tax account to a Roth portfolio is generally the easiest way to avoid...