Articles & Resources

When I’m talking with people about their federal retirement, they often say to me, “I only have a year or two until I retire, and

“Smart!” “Brilliant!” “A no-brainer” “SO glad I did it!” These are the kinds of comments we routinely hear about Roth conversions. However, it’s easy to

Say the phrase “risk in retirement,” and most people will fixate about one thing and one thing only: stock market risk. That is the main

Over dinner friends of yours mention how they’ve recently started taking the money in their traditional IRA and moving or “converting” it into a Roth

Unexpected tax bills or increased tax rates are no fun–especially in retirement.  How can you reduce the taxes you’ll have to pay when you’re no

Can your behavior make a difference in the returns you get on your investments? And can unwise behavior actually sink your chance at a good

The Secure Act 2.0 is now law in the U.S.  This new legislation has features that many deem to be positive. But the rules pertaining

The question we’re tackling in this post and video is an important one. In fact, it was the most Googled question in 2020. It deals

The world of finance has a number of “four-letter words” that people consider dirty. Among them: But here we want to focus on another word—a

When people think about diversifying their investments, most think in categories like “stocks,” “bonds,” “real estate,” etc.   They don’t think about diversifying the tax status

When it comes to investing, everybody’s got a strong opinion, a great idea, or an urgent recommendation. Blue chip stocks. T-bills. Real estate. Cattle futures.

  You’ve been sticking money faithfully into your traditional IRA (i.e., individual retirement account). But a friend recently told you that you could avoid paying

      As you’re planning for your retirement, you want to use whatever resources you have available to help you achieve your goals. That