Retirement Weekly
Stay ahead of the curve with the latest information about retirement, finances, tax planning, and the markets.
Roth conversions are frequently presented as a simple retirement tax strategy: pay taxes now, move money into a Roth IRA, and enjoy tax-free withdrawals later.
But that explanation overlooks one of 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 ...
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...
Roth conversions are often promoted as a powerful strategy for reducing taxes in retirement. But like many financial strategies, they can backfire if they are used incorrectly.
In a recent episode of...
For many retirees, the dream is simple: live comfortably, provide for loved ones, and leave behind a meaningful legacy. But when your wealth is tied up in traditional retirement accounts, taxes can qu...
Retirement planning often comes down to more than just investment choices. Taxes can play a huge role in how much of your money you actually get to keep. Two tax rules that frequently collide for reti...
When most people think of retirement, they imagine beach vacations, spoiling the grandkids, and finally having time to enjoy life. But what if the secret to achieving that dream lies in looking poor o...
Introduction
Market volatility can be unsettling, especially when it impacts your retirement portfolio. However, smart investors know that even in turbulent times, there are opportunities to strength...
One of the most important and often overlooked aspects of retirement planning is deciding which accounts to withdraw from first. With a variety of account types—taxable, tax-deferred, and tax-free—the...
Economic uncertainty and recession fears have many retirees questioning how to safeguard their savings. With inflation driving up costs and market volatility causing concern, it’s crucial to take a pr...
The Silver Lining of Inflation: Navigating Roth Conversions in 2023/2024
Inflation often brings challenges, but for savvy financial planners, it can also open doors to new opportunities. One such opp...
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