Tag: financial advisor
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Why Younger Boomers Are Saving Less – And How to Build a Solid Retirement
Younger boomers, those born from approximately 1958 to 1964, have significantly less wealth than older boomers....
Minimizing Taxes on an $845k Roth Conversion: What Are My Options?
As you can see, you can’t avoid taxes on a Roth conversion. You can reduce their...
Ask an Advisor: I’m Getting Mixed Advice. Will I Owe Taxes When I Roll Over My Roth 401(k) to a Roth IRA?
I have an after-tax 401(k) that I would like to roll over to a Roth IRA with Schwab. Experts at...
With $1.4 Million at 59, Can I Cover $5k Monthly Expenses in Retirement?
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When to Take Your First RMD: A Guide to Getting It Right
This raises the question of whether it’s better to postpone your first RMD. In some cases,...