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There’s never been a better time to convert to a Roth
Do you have a traditional IRA or 401K? Have you considered converting your retirement accounts into a Roth, but aren’t clear about the advantages? Outlined below are the most important…
Read More5 Misconceptions About Filing for Social Security That Could Cost You a Fortune
You may not realize it … But filing for social security could be one of the most important financial decisions in your life. Because the difference between your best and…
Read MoreFiling for Social Security in the next 5 years? Read this first
Did you know that if you made an average income throughout your career, your Social Security benefits could add up to hundreds of thousands of dollars in lifetime income? And…
Read MoreLife Insurance Can Provide Protection for Your Retirement Plan
Life insurance is a frequently overlooked component of retirement planning for various reasons: Some people may already have life insurance in place and think the policy they set up years…
Read MoreLooking Ahead to Year-End
The end of the year will soon be upon us! Here’s a quick checklist of items to accomplish before we turn the calendar to 2024: Take your Required Minimum Distributions…
Read More8 Year – End Strategies That Could Significantly Grow Your Retirement Savings
For most Americans….it will be business as usual between now and the end of the year. But a smart and savvy few … will take advantage of a handful of…
Read MoreSplitting Stocks
Investors get more shares for their money with a stock split Amazon. Shopify. Tesla. What do these companies have in common? They all underwent stock splits in 2022.1 When well-known…
Read MoreBeyond the Basics. 5 Ways to Get More Out of Your IRA & 401k
How much money have you saved in your IRA or 401K? Making contributions to one of these tax-deferred retirement accounts is easy. But withdrawing this money in retirement … gets…
Read MoreHow Much Does it Cost to Retire Successfully Today?
How much money do you need to retire successfully today? Is it $500,000? A million? Or 5 million dollars? Many people are trying to achieve some “magic number.” But that’s…
Read MoreThe New Retirement Reality and How To Plan For It
Stubborn inflation. Stock market volatility. Rising interest rates and a troubled economy. The next generation of retirees face a new set of challenges that could threaten their financial security. Learn…
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