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...
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...
If you’ve checked your portfolio lately and felt uneasy, you’re not alone. Market fluctuations are part of investing, but for retirees, there’s a risk that goes far beyond a temporary drop.
It’s call...
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...
Interest rates don’t just affect Wall Street — they directly impact retirement income, savings strategies, and how much risk retirees may need to take to generate returns.
With discussion around Kevi...
One of the hardest parts of retirement isn’t saving or investing. It’s deciding how to actually enjoy the money you worked so hard to build without worrying that you’ll regret it later.
Many retirees...
Emerging markets often look attractive to investors searching for higher returns. When interest rates at home feel disappointing, it’s tempting to look overseas for income. But as recent events in Ven...
Planning for retirement isn’t just about piling money into “safe” vehicles like cash accounts or annuities. While these options feel secure, they often fail to keep pace with inflation—and fees can ea...
Planning for retirement isn’t just about piling money into “safe” vehicles like cash accounts or annuities. While these options feel secure, they often fail to keep pace with inflation—and fees can ea...
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