Tag: retirement
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‘I don’t want anyone telling me what to do’: My second husband wants to put our $750,000 home in a trust for his children....
Dear Wife,You’re looking at this from the inside.You need to take off your rose-tinted — or happy marriage-tinted — spectacles, and look at this...
Want to Minimize Retirement Taxes? Don’t Follow This Popular Strategy
Aside from drawing down tax-deferred accounts before claiming Social Security, one way to sidestep this “tax torpedo” is by having Roth assets.Remember, for someone...
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...
9 Steps To Retire a Millionaire If You’re in Your 40s and Have Never Invested
Becoming a millionaire sounds possible when you’re young and see everything full of possibility. But what if you started out late in the game...