News

The Savings Game: Does a Roth conversion make sense for you?
I receive a great many inquiries about retirement accounts. One area of particular interest is Roth conversions. Fortunately, ...
Young and the Invested on MSN4h
Should You Do a Roth Conversion? [Pros + Cons]
Sometimes, life goes one way when you planned on it to go another. In the case of retirement planning, let's say you've been ...
Jean Chatzky sends strong message on 401(k), IRA emergency
Bestselling author and former NBC Today Show financial editor Jean Chatzky offers some intriguing words about retirement ...
How many people actually reach retirement age with $1 million?
Retiring with $1 million is a big goal for many people. Despite the rising cost of living in recent years, $1 million is still a lot of money, and it can support a comfortable retirement for many when ...
I’m 57 and investing 20% of my income in traditional and Roth accounts. How should I split those savings?
I’m 57 and have a retirement account with my employer. I contribute almost 20% every two weeks — roughly 14% to my 401 (k) ...
Which investment account should I use?
Investing is one of the best ways to build long-term wealth, but picking the right type of account can feel confusing. You ...
Hit hard by the AMT? Here are 7 ways to avoid it, or least reduce how much you owe
A key tactic to avoid the AMT is to be strategic about how and when you exercise any incentive stock options (ISOs), because ...