Tag: financial advisor
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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,...
$650k in an IRA at 64. Should I Begin Converting to a Roth to Avoid Retirement Taxes and RMDs?
You can reduce the impact that taxes have in retirement by converting pre-tax savings into Roth...
37-Year-Old Who ‘Grew Up Poor’ Hits $1 Million Net Worth in 10 Years, Shares Stock Portfolio and Career Tips: Top 7 Stocks, ETFs
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How Safe Are Our Assets From Nursing Homes? We Have a $1 Million IRA and a Trust
While several strategies can shield assets from Medicaid, they aren’t perfect solutions. Here are some downsides:...
I’m 63, Have $1.6 Million, and Spend $4,500 Monthly. Is It Time to Retire?
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