How to Recreate a Paycheck in Retirement
If you’ve been collecting a paycheck for the past few decades, you’re probably used to having a steady and predictable…
Seeing Gold? The Hidden Costs and Risks of Investing in Gold
As news of economic uncertainty and geopolitical turmoil dominates the headlines, many investors are moving to safe haven assets like…
How to Manage Your HSA With Medicare
If you’ve held onto a health savings account (HSA) for several years, it has probably come a long way.But if…
Are You Relying Too Much on Dividend ETFs?
Dividend exchange-traded funds (ETFs) seem to be all the rage right now. They’re all over financial media. And your friends…
How Much Money Should You Convert to a Roth Each Year?
A Roth conversion allows you to turn funds in a traditional IRA into a Roth IRA. As a result, you…
Should You Empty Your IRA by Age 73?
Emptying your IRA at any age typically isn’t a good idea. But you may want to consider drawing down some…
Biggest Roth IRA Blunders High-Earners Can Make
A backdoor Roth IRA can help high earners build tax-free retirement savings, but the details matter. zimmytws/shutterstockA Roth IRA can…
Tax-Savvy Ways to Leave Money to Your Kids
For many families, it’s essential to provide some kind of a financial safety net to your children. But if you’re…
What High Earners Need to Know About Deferred Compensation Plans
A deferred compensation plan is a contractual agreement between an employee and an employer that allows the worker to delay…
How to Use the Bucket Strategy Like a Pro
After decades of hard work and diligent savings, you may be ready to crack open your nest egg to fund…
Dividend ETFs vs. Bond Funds: Which Is Right for Retirees
Dividend ETFs and bond funds can each play an important role in a retirement income strategy. Jack_the_sparow/ShutterstockAs investors near retirement…
Estate Planning Mistakes Even the Wealthy Can Fall For
Keeping your estate plan current is just as important as creating one in the first place. Vitalii Vodolazskyi/ShutterstockYou may have…