Retirement Weekly
Stay ahead of the curve with the latest information about retirement, finances, tax planning, and the markets.
A Roth conversion can be a powerful retirement-planning tool, but simply moving money from a traditional retirement account into a Roth IRA does not automatically create a better financial outcome.
T...
Should You Make a Roth Conversion? You May Be Asking the Wrong Question
Most people approach Roth conversions with one question: “Should I convert?”
According to retirement planner Leibel Sternbach,...
When the market drops, most investors feel the same thing: anxiety. Watching account values fall can make even the most disciplined retiree wonder if they should be doing something different. But for ...
When interest rates are in the news, it is natural for retirees and pre-retirees to wonder whether they should wait before making major financial decisions. If the Federal Reserve is expected to lower...
Every so often, a headline grabs everyone’s attention.
A major IPO. A famous founder. A stock everyone is talking about. The promise of explosive growth. The fear that if you do not act now, you may ...
A hot IPO. A sudden market drop. A new Fed chair with an unclear direction on interest rates.
For people who are retired or getting close to retirement, headlines like these can feel impossible to ig...
Owning real estate inside an IRA can sound like an ideal retirement strategy. You get the appeal of real estate income, along with the potential tax-deferred or tax-free growth of a retirement account...
If one stock has grown into a large part of your portfolio, it probably feels like a good problem to have. Maybe you worked for the company. Maybe you bought it years ago and watched it grow. Maybe st...
Jerome Powell’s term as Federal Reserve Chair is ending, and Wall Street is already speculating about who could replace him. Markets are pricing in the possibility of a more “dovish” Fed Chair — someo...
Just a year ago, retirees could earn close to 5% on cash sitting safely in money market accounts or high-yield savings. Today, those yields are closer to 3%—and trending downward.
If your retirement ...
When you’re building wealth, the market’s ups and downs don’t feel like a threat. In fact, downturns can be opportunities. But the moment you retire and start taking income from your portfolio, everyt...
THE PROSPERITY NEWSLETTER
Want Helpful Finance Tips Every Week?
Lorem ipsum dolor sit amet, metus at rhoncus dapibus, habitasse vitae cubilia.
You're safe with me. I'll never spam you or sell your contact info.