Two chairs in an affordable retirement location Living on $2,000 per month is doable, but…
Financial Advisor
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When you leave a job, you’ll have to decide what to do with your 401(k).…
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Retirement
My RMDs Start Soon So I’m Converting $700k to a Roth, But I’m Getting Conflicting Info About Having to Wait Five Years
by adminby adminFinancial advisor and columnist Brandon Renfro I’m 68 and recently retired and have about $1.4…
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A man researching retirement planning tips. Planning for retirement has a new look in 2024,…
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AsiaVision / iStock/Getty Images So you have $2 million in retirement savings. But what does…
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Retirement
We Have $1.4 Million in IRAs and Fully Own a $750k Home. Can We Retire in 2 Years at 60?
by adminby adminA couple does some rough math at the kitchen table to determine whether they can…
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Personal Finance
We’re 67 Years Old With $1 Million in IRAs. Is It Too Late to Convert to a Roth?
by adminby adminAt 67, you’re presumably at or near retirement. If you have $1 million in IRAs,…
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Retirement
I’m 65 With $850,000 in an IRA. Is It Worth It to Convert That Money to a Roth to Avoid RMDs?
by adminby adminA 65-year-old woman contemplates a Roth conversion while looking over her IRA. Required minimum distributions…
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Personal Finance
Our Combined Income Will Top $400k This Year. Can We Use a Backdoor Roth to Avoid Future Taxes?
by adminby adminA couple reviews their finances and decides to use a backdoor Roth IRA. A backdoor…
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Retirement
This Is My First Year Taking RMDs. What Should I Do With the Money If I Don’t Need It Yet?
by adminby adminAnyone with a 401(k), traditional IRA or similar tax-deferred retirement account eventually is going to…