Tag: financial advisor
Browse our exclusive articles!
I Have $640k in a 401(k) – What’s the Best Way to Convert to a Roth and Save on Taxes?
SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. Converting a 401(k) to a Roth IRA...
Is Fidelity’s 45% Rule the Right Retirement Strategy for You?
Fidelity’s 10x rule of thumb is a nifty guideline to follow as you save for retirement over the course of many decades. But when...
I Was Quoted $7,000 for Long-Term Care Insurance – Should I Be Concerned?
SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. At $7,000 per year, or about $583...
Ask an Advisor: Am I Being Taken Advantage Of? I’m Paying 50% of My IRA Contribution in Fees
Next, there’s the question of whether or not you are getting enough value for that fee. That depends on what the advisor does for...
How to Make Your $1 Million IRA Last the Rest of Your Life at 70
Compared to many retirees, you are in an enviable position with $1 million socked away in your IRA at 70. Still, living a secure,...