Tag: financial advisor
Ask an Advisor: I'm Converting $700k to a Roth to Avoid Upcoming RMDs, but I'm Getting Conflicting Info About Having to Wait Five Years....
The first five-year rule dictates that you must wait five years after your initial contribution to a Roth IRA before you can make...
I'm About to Retire at 62. How Should I Structure My Portfolio?
As you enter retirement, it’s important to start planning for how your spending, budget and investments will change. Calculate your spending and what...
I Want to Put My RMDs in a Roth IRA, But Was Told I Can't. Is That True?
So, what should you do instead? For retirees, there are a couple of options for how to manage RMDs.First, you can convert the...
Ask an Advisor: We Have $1.25M in Retirement Savings and Need to Withdraw $50k Per Year. How Should We Invest it?
We have $250,000 in the bank and one million to invest for retirement with no debt. We need to earn $50,000 a year...
What Will a $3 Million Dollar Retirement Look Like?
Knowing if $3 million will be enough to retire at 65 can seem daunting. There are factors to consider, like inflation, cost of...
Ask an Advisor: I Think Investing in CDs Is a Better Deal Than Working With a Financial Advisor. Prove Me Wrong.
Advisory fees can represent a worthwhile investment to clients given the comprehensive plan an advisor delivers and manages. This is where an advisor...