Tag: financial advisor

Am I Set to Retire at 55 With a $2 Million Net Worth and $6k in Expenses?

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I Want a Second Opinion. Is 50% in Annuities Too Much?

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So how much is too much when it comes to investing in annuities? To determine...

A Tax-Saving Strategy for Your RMDs You Might Not Have Heard About

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Everybody hates being told what to do, and retirement investors hate it even more when...

I’m Going to Do a Roth Conversion on $250k. Can I Use the Converted Funds to Cover the Taxes?

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I want to do a Roth conversion from my traditional IRA in the amount of $250,000. It’s my understanding...

With $218k in My IRA at 67, Should I Start Withdrawals to Avoid Bigger RMDs?

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