Tag: financial advisor
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On the Verge of Retirement: How Should You Handle Your IRA?
When you retire, you make the final shift from the era of wealth accumulation to wealth management.This is a big deal. Managing your IRA...
In Our 50s With $1 Million in 401(ks): Should We Switch to Roth Contributions Before Retiring?
Should you make 401(k) or Roth IRA contributions?In a perfect world, the answer would be both. If you have the means, maximizing your traditional...
Boomers: Here Are 5 Types of Financial Advisors — and How To Choose the Right One for You
We all need financial guidance from time to time. But the type of advice you need can depend on your age. Baby boomers, for...
Roth Conversion Ladder 101: Your Guide to Tax-Free Withdrawals
A Roth IRA conversion strategy is not a one-size-fits-all solution. Your financial situation is as unique as you are. Navigating the landscape of Roth...
Is $2.5 Million the Magic Number for a 60-Year-Old’s Retirement?
With careful planning, $2.5 million can fund a comfortable retirement starting at age 60. But as with any major life transition, retirees must weigh...