Oct 29, 2015 | ROTH, Tax Planning and Deductions
CONSIDERING A ROTH IRA CONVERSION? “With financial markets still in a bit of a slump, now might be a good time to convert to a Roth IRA, which can have attractive advantages,” writes Greg McBride for Bankrate.com. He continues: “Why trade in your traditional IRA? “A...
Oct 25, 2015 | Planning for Longevity, Retirement Plans
“Whether you’ve saved up a little or a lot for retirement, it’s hard to figure out when to call it quits and retire from work,” writes Julie Mak in an interesting investors.com piece headlined Many Americans Retire Ahead Of Plan — Will You? that includes...
Oct 21, 2015 | Company Retirement Plans, Planning for Longevity, Protect Your Family, Retirement Plans
There are many, of course, but prioritizing—not to mention answering—those questions can sometimes seem daunting. In an excellent marketwatch.com piece, Amit Chopra notes “one question I get asked more than any other: ‘Will I ever be able to retire?’ Chopra’s article...
Oct 18, 2015 | 401k, Asset Allocation, Obamacare, Protect Your Family, Retirement Plans, Risk and Rewards
As the late, great philosopher Yogi Berra is alleged to have said, “it is hard to make predictions, especially about the future.” And, as it relates to the stock market, volatility doesn’t make predictions any easier. The word itself can connote many things,...
Oct 15, 2015 | Health Care Costs, Protect Your Family, Retirement Plans
It’s pretty much a given that the price tag for health care in retirement will likely be, as a certain Presidential contender might say, huge! But how huge, exactly? “For many, generating $250,000 in savings seems like quite a far off dream, but Fidelity’s Retirement...
