Planning the timing of your Roth IRA conversion carefully cannot only reduce taxable inome but manage Mediare premiums. Continue Reading
There are two strategies you can use to avoid the 10% premature distribution penalty: Coronavirus-Related Distributions and 72(t). Continue Reading
This article was originally published in, and has been reprinted with permission from, Retirement Daily. When you die, you want to make sure that your assets are distributed to your intended beneficiaries. The transfer of retirement plans at death is controlled by beneficiary forms associated with individual plans. Beneficiary forms supersede all other estate planning documents. Directly… Continue Reading
Winning at the 401(k) game requires strategic play focused on the objective of maximizing lifetime after-tax distributions. Continue Reading
While they aren’t for everybody, reverse mortgages are no longer a program of last resort. A Home Equity Conversion Mortgage, or HECM, can increase retirement spending and provide for a larger legacy when used strategically throughout retirement. Continue Reading
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