Converting a tax-deferred retirement account ("pay tax later") to a Roth account ("pay tax now") can work out really well for some investors. But for others, it can be a completely wrong move. How do you know if it's right for you?
If you've thought about drafting a will for the first time, or are looking to revise your current will, have you thought about how you're leaving money to your heirs? Are you leavings things equally or equitably? Are you aware of the difference and what legal challenges may occur to your estate at your passing?
If you're new at art collecting, it can seem a bit overwhelming. Let these useful tips help you simplify and choose your pieces more wisely.
for those already retired, there’s a good chance you might be feeling even more concerned about recent market volatility than others. With this general economic upset, the question becomes: what should you be doing next?
Although COVID-19 related restrictions are beginning to ease, many people continue to help slow the spread by staying home and self-isolating. Many people are taking this time at home to update their estate plans, and if you don’t have one in place, there’s no better time to put it together.
Should you consider taking Social Security early to cover financial hardships caused by COVID-19? Make these crucial considerations first.
You may be past full retirement age, but did you know you can undo the decision to delay your benefits? A lump-sum payment may be right for you if you’re suddenly in need of cash.
As I’ve been reviewing the latest reports and newsletters being released from TRS, there is a pattern of behavior that is being shown that shows even TRS is getting nervous of where things might be heading.
If you’re taking the same risky investment approach at age 50 as you did at 25, you may decide to pump the breaks.
If you are nearing retirement, it's likely the onset of COVID-19 has left you questioning where you stand. We've outlined the changes in recent legislation and what you need to know now about your future income in retirement.
Before you can begin to claim any Social Security benefits be sure you're checking these 6 things off your list to start your retirement off on the right foot.
You don't have to have millions in the bank to benefit from establishing a trust. Learn the truth about trusts and the surprising advantages you could be missing out on.