Tag: financial advisor
Ask an Advisor: My Wife Did a $40K Roth Conversion in a Low-Tax Year. Does She Really Need to Wait 5 Years to Withdraw...
I encouraged my wife to take a $40,000 Roth conversion in a lower tax year. Even though she has...
We're 65 With $1.9 Million in Retirement Funds and $5,200 Social Security. What's Our Budget?
SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. To really build a complete retirement...
You Won't Believe How Much High-Income Earners Save for Retirement
High-income earners can save a lot of money. But, they will need to take effective steps to secure their financial future. Key steps...
3 Reasons You Should Speak to a Financial Advisor If You’re Planning on Retiring in the Next 5 Years
An AARP survey from January 2024 found that 20% of Americans ages 50+ have no retirement savings. Many also view their financial standing...
Ask an Advisor: Am I Retirement Ready at 60? I Have $1.1M Cash and $880K 401(k)
I am 60 years old, married, with no mortgage. We also have $1.1 million in liquid cash and $880,000 in a 401(k). I...
3 Ways Americans’ Financial Situations Are Changing — and 3 Steps To Improve Yours
More Americans feel as if their financial situations are getting worse rather than better. Last year, 31% of Americans felt worse than a...