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Ask an Advisor: I'm 65 and Going to Retire Soon. How Should I Structure My Portfolio?
SmartAsset via AOL· 1 day agoI'm a 65-year-old preparing for retirement within the next three to five years. I'm looking at...
Long-Term Care Expenses Can Destroy Your Estate Plan: Plan Accordingly | JD Supra
JD Supra· 3 days agoEstate planning is about much more than reducing taxes; it’s about ensuring your loved ones are provided for after you’re gone and that your assets are passed on according to your wishes. LTC ...
Most Common Financial Mistakes Made in Every Decade of Life
GoBankingRates via AOL· 3 days agoFor every decade in life, there are varying money concerns, expenses and unique financial...
I Retired at 65: Here’s My Monthly Budget
GoBankingRates via AOL· 5 days agoRetiring can be an intimidating step, no matter what age you are. Stretching a limited income to cover all your expenses is tough. But Eleanor Clark has...
I’m a Financial Advisor: Here Are 7 Money Moves To Make If Your Income Rises Significantly
GOBankingRates via Yahoo Finance· 16 hours agoHaving a serious boost to your income is cause for celebration -- a rising income means greater...
Ask an Advisor: I Don't Need Them ‘Dumped Into My Checking Account.' What Can I Do With RMDs?
SmartAsset via Yahoo Finance· 6 days agoI am approaching the time when I'll take required minimum distributions (RMDs) from my individual ...
I'm 65 With $800k in an IRA. Should I Convert $100,000 Per Year to a Roth to Avoid RMDs?
SmartAsset via AOL· 6 days agoConverting to a Roth IRA can be tricky business. For the right household, this is an excellent way to save money on retirement taxes. A Roth portfolio generates untaxed income ...
Less Government, More Savings
Cato Institute· 5 days agoWithout qualified accounts, the income tax system increases the tax rate on Dan’s savings, discouraging him from setting money aside for the future. All else being equal, Dan will save less ...
