The “Backdoor Roth IRA Contribution” is a workaround that enables “high-income” savers to sidestep the income restrictions and reduce taxable income. So how does it work? Let me share the details with you.
If you don’t take time to truly understand financial concepts that affect your retirement, you could be making a mistake that has great consequences. One common misconception is a misunderstanding of fixed and fixed-indexed annuities.
There’s little difference between Democrats and Republicans in their belief that retirement security is a problem for the country. Reaching a secure retirement isn’t a left or right political consideration, it’s something we’re all reaching for.
There are specific rules that you need to follow depending on what IRA type you inherit and what type of beneficiary you are. Your distribution options will vary as well.
This week with our time together, I dig a bit deeper into Bitcoin and some things to consider when thinking about using it to help fund your retirement.
Confidence in social security benefits has waned recently, for good reason. How big of a hit will your social security take? This week I discuss challenges with social security and how to manage your risk.
This week I’m talking about two legacy planning tools – the will and the trust – to explain what they do, and when to use them.
This week I’d like to highlight a few of the more common taxes that can sneak up on even the best retirement plan, and some strategies to potentially mitigate them.
The decision of when to stop working can be financially and emotionally difficult for people, there is no one-size-fits-all solution. Here are a few ideas to ponder.
How much you have saved is not as important as how much income that money will create for you. You may be closer to supporting your retirement than you think.