Search Results for: social security

To Roth Convert, or Not to Roth Convert, That Is the Question

Why would you convert a traditional IRA or 401(k) to a Roth IRA? The simple answer is to pay less tax in retirement, but there’s more to it.

Common investing advice can be lousy for many people. Here, I’ll make the case that some investing rules of thumb are off base.

The financial planning profession is full of designations. Let’s discuss what they cover, and which ones could fit your needs.

Let’s discuss President Trump’s policy changes and how they might affect the economy, your financial plan, and investments.

Learn how TIPS keep pace with inflation and how you can interpret your returns.

A SPIA is one of the simplest and most effective ways to secure a reliable stream of income in retirement, but it’s not one-size-fits-all.