What’s the 4 percent rule
The 4 percent rule is a rule of thumb that tries to answer the classic question, “How much can I spend each year in retirement
Is a Roth conversion the same as a backdoor Roth?
Maybe. A backdoor Roth is a tax-free Roth conversion executed under certain circumstances. All backdoor Roth’s are considered Roth conversions but not all Roth conversions
When will the Social Security fund run out of money?
Many people hear that Social Security will run out of money in the next decade, and Social Security benefits will cease. This is not true.
How Rising Interest Rates Help Retirees
The 10-year US treasury is bouncing around 3%. Retirees should view this as good news because it means they will likely receive more interest income
Inflation Investments – Is now the time?
One of the biggest economic stories in 2022 is the continued rise in inflation. Many people are rightly upset about the value of their money
Proposed Updates to Withdrawal Rules for Inherited IRAs
After passage of the SECURE Act, the rules became more complicated and less beneficial for many individuals who inherited IRAs. Now the IRS is proposing
