IRAs
The 1 Reason a Roth IRA Is Really the Best Place for Your Savings
For the average earner, Social Security will replace about 40% of their former paycheck. But you’ll need about twice that if you want to maintain the lifestyle you’re used to.…
Read MoreSocial Security: How Investing in a Roth IRA Can Boost Your Benefits
Contributing to a Roth IRA means that you’re contributing after-tax dollars, so you can withdraw penalty-free and tax-free after 59 ½. But there’s also another benefit of a Roth IRA…
Read MorePODCAST 76: What Can I Do with My Roth IRA After Five Years?
Get your complimentary guide to go with this episode: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. …
Read MoreWednesday Q&A: What Can I Do With My Roth IRA After 5 Years?
What Can I Do With My Roth IRA After 5 Years? Let’s talk timing. How long does my money have to stay in my Roth IRA? What can I do…
Read MoreIRAs Have a Lot of Rules. Here’s Why You Should Invest in One Anyway
Opening an IRA makes sense despite the restrictions. With all the limits placed on your money in an IRA, why is it beneficial to open one at all? This piece…
Read MoreShould You Convert To Roth?
Let’s take a look at some pros and cons, starting with reasons why now might not be the time for a Roth conversion There has been a lot of conversation…
Read MoreConverting To A Roth? Don’t Fall Into These Traps
With talks of long-term changes to retirement planning in the potential tax reform legislation, it may be time to start thinking about Roth IRA conversions. Check out this article by…
Read MoreWednesday Q&A Roth Ira As An Alternative To Emergency Savings?
Roth Ira As An Alternative To Emergency Savings? Let’s talk about savings statistics. Do you fall into any of these categories? What are the latest options for alternatives to emergency…
Read MoreThe Biggest Mistakes People Make With IRA Rollovers
With Covid-triggered changes in the economy and more people taking early retirement or changing jobs, there has been a surge in rollovers from 401(k)s to individual retirement accounts. And mistakes…
Read MorePODCAST 68: How Do I Create More Sources of Income in Retirement?
Get your complimentary guide to go with this episode: Wondering How to Create Income in Retirement? :
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