So you’ve saved up around $2 million and you plan to retire in a few years. As you think through tax strategies to get the most out of that money, the option to do a Roth conversion will often be discussed.
We recently read an article about three things that are causing pre-retirees – people in their late 50s – to freak out, but we quickly realized these three things could make anyone uncomfortable if they’re within 10 years of retirement.
If you have a savings account, an online savings account, a CD, or a brokerage account, you’ll want to pay attention to what we are sharing. This video could help you keep more of that savings in your pocket rather than giving it to the IRS.
We’re going to talk about the five big money mistakes when it comes to retirement planning and provide you with some strategies to help you avoid them.
Before you retire, you need to have answers to these three questions. And the only way to get the answers is by asking the right questions.
More and more people are ready to retire so it’s not uncommon for someone to ask us if they can retire next year. That’s not an easy question to answer on the surface, but if you’re able to solve for this one thing first, it will help you know if you’re ready to retire.
Your 401k is likely your biggest savings tool for retirement and depending on how you manage it could be the difference in retiring early, retiring on time, or having to work a few years longer.
In this video, we’re going to talk about factors to consider and strategies to utilize to lower the amount of tax you’re going to owe so that you can keep more of your hard-earned money in your pocket. No one wants to give more to the IRS than they have to and we’re going to talk about ways to do that.
You’re coming down the final stretch and retirement is quickly approaching. What you do over the next few years could make or break your retirement. Without taking the necessary action to secure your financial future, it could be the difference between enjoying your retirement or having to cut your lifestyle.