Tag: retirement
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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...
With $1.4 Million at 59, Can I Cover $5k Monthly Expenses in Retirement?
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I’m a Retired Boomer: 7 Reasons I Wish I Used a Financial Advisor To Plan For Retirement
Retirement planning isn’t for the faint of heart, especially when you’re going it alone. Just ask...
A new supersize limit for some 401(k) contributions hits in 2025: What you need to know
The youngest of baby boomers — and some older Gen Xers — could end up even more confused about how...
Are You On Track To Retire Rich? Here’s The Nest Egg You Need To Be Considered a Wealthy Retiree
Retirement planning feels like solving a puzzle with half the pieces hidden. You know you're supposed to save, but how...