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Tax Strategies Most High-Income Earners Overlook (Until It’s Too Late)
Backdoor Roth IRAs: If you exceed income limits for direct Roth IRA contributions, you can convert after-tax dollars into a ...
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Is It Safe to Retire at 62 With $2.5 Million in a Roth IRA and $2,500 a Month in Social Security?
Retiring at age 62 and filing for Social Security will reduce a person’s lifetime benefits by up to 30% compared to waiting ...
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I'm 58 With $1 Million in a 401(k). Is It Time to Switch to Roth Contributions?
Should I Switch to Roth Contributions? Whether to make the move from contributing to a tax-deferred workplace plan or switch ...
My husband and I have $3M and are blessed with 3 children. Are we obliged to give them each $50K for their education?
We are blessed with three children: The eldest is a high-school sophomore. We have ample assets: $3 million and no debt. Is a maximum contribution toward a child's college education of, say, $50,000 ...
Navigating Market Volatility: Strategies for Investors in Uncertain Times
The market volatility experienced in early April may have left some investors feeling a bit unnerved. While many tried-and-true strategies such as 'stay the course' are still relevant today, there are ...