How to Invest in Your 50s!!
Welcome! In this video we'll be looking into how to invest in your 50s. Enjoy!
Welcome! In this video we'll be looking into how to invest in your 50s. Enjoy!
Making the transition to retirement is a tremendous pleasure for most, but it comes with a few new challenges and headaches, too. Your taxes will be different. There will be new forms, new rules to follow to [...]
IRAs are great retirement savings tools, but the laws that govern them are complicated. This is especially true when navigating the taxes and penalties that can be assessed on distributions and conversions. We help people work through [...]
Who will go first, you or your money? You’ve doubtless had a nightmarish fever dream playing this out if you’re approaching retirement. Countless articles address it, an industry has developed to solve it (mine), and your friends, [...]
Investing undergoes a few changes when you retire. This of course is expected. You no longer add money to your accounts – you drain them. This paradigm shift requires a new approach to managing money, and its [...]
Retirement accounts like IRAs, Roths, and 401(k)s offer incredible tax benefits. But those benefits come with strings attached. You cannot generally take money out of a retirement account prior to age 59½ without incurring a penalty, though [...]
We periodically like to put together helpful guides and pieces that are easy to share with friends and family. Welcome to our newest piece! The retirement readiness checklist has everything you need to think about, consider, and [...]
There is a period that acts as something of a Goldilocks zone in in determining when to do Roth conversions: the interval between the point that you retire and your first required minimum distribution at age 72. [...]
The decision on when to claim social security is complicated enough when retirement comes at the normal retirement age. You’ll need to think about health conditions, personal preferences, spousal benefits, and of course, your social security benefit [...]
November 11, 2021 James Stewart For many retirees, the call of a warmer climate, lower cost of living, and lower taxes is too strong to ignore. Retirees are selling their houses in suburbs on the coasts [...]