Tag: financial advisor
Browse our exclusive articles!
Ask an Advisor: How Will $25k in Annuity Payments Affect My $50k RMD?
Congress has laid out specific rules for calculating RMDs when you hold an annuity inside a tax-deferred retirement account. The rules have changed several...
$250k Lump Sum vs. $2,750 Monthly Pension: What’s the Smarter Move?
Workers with defined benefit pensions may be offered the chance to collect a one-time, lump sum payment instead of monthly pension benefits for life.Making...
I’m 60 with $1.2 Million in My Roth IRA – How Do I Keep It from Running Out?
SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. Planning for a Roth IRA is a...
Billionaire Hedge Fund Manager John Paulson Predicts a Market Crash If Harris Wins – Here’s What He Said
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.John Paulson, the founder and President of the...
I Want to Roll Over $865k to a Roth IRA – Can I Do It Without Paying Taxes?
SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. Converting a large sum like $865,000 to...