From the category archives:
You’ve saved in your retirement accounts for decades. Retirement is now just around the corner. After you complete a rollover of your retirement accounts into an IRA, you will reverse the process and begin withdrawing money to live well in retirement. How much income can you safely withdraw during retirement? This quickly turns into the [...]
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Choosing a financial Adviser (or choosing a financial advisor, financial planner, financial consultant, financial manager, wealth manager, money manager, investment advisor or investment adviser!) has become a confusing process. Meaningless titles, confusing credentials and similar sounding words have created a tangle of undergrowth that is hard to fight your way through as you seek professional [...]
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We’ve fielded quite a few questions lately about converting a regular IRA to a ROTH IRA. The financial media is portraying Roth IRA conversions as a “no-brainer.” It isn’t quite that clear and depends on events that you may not be able to foresee or control. Roth IRA Conversions are being pushed forcefully by the [...]
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You may have missed this while the country was undergoing a financial crisis. We’ll file this under “Retirement” since every retirement account must have a named beneficiary. The Supreme Court of the United States ruled UNANIMOUSLY that Liv Kennedy, ex-spouse of William Kennedy, was entitled to receive payment of his retirement account money – despite [...]
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Imagine the scenario: You’re planning to retire in 5 years, 1 year, 6 months. You’ve been saving and/or investing over the years, using one or more of the standard retirement planning vehicles: IRA accounts, 401(k) accounts, stock options, securities you bought because your broker or brother-in-law or best friend recommended them, a CD or two, [...]
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