Tag: financial advisor
Ohio couple worth $40M want to borrow against their lake house — Dave Ramsey says to get a new advisor instead
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3 Ways AI Is Quietly Transforming Retirement Planning — and What It Means for Your Money
When you pictured the ways artificial intelligence would change the future, you might have imagined...
I retired at 60 and haven’t touched my $700K IRA thanks to my pension, Social Security — but what about RMDs?
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Should I Convert 20% of My IRA to a Roth Each Year to Reduce Taxes and RMDs?
Transferring funds from a pre-tax retirement account such as an IRA to an after-tax Roth...
I’m Selling My House and Netting $400k. Will I Owe Capital Gains Tax?
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I’m 58 years old, single and have $970,000 stashed in my 401(k) — can I retire today?
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I’m 67 With $900k in a 401(k), $200k in Cash and $2,400 Monthly Social Security. How Should I Budget?
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Can I Retire at 62 With $680k in a 401(k), $1,600 Monthly Pension and $150k in Cash?
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Fidelity’s Guidelines on How Much to Save and Withdraw for a Secure Retirement
One of the most important questions to answer as you plan your retirement is how much...
Dave Ramsey Says ‘Money Is Not Just Math, It’s Behavior’ — 5 Bad Habits to Break Today
Although it’s easy to blame our money woes on outside economic forces, healthy personal finances...
I’m 64 With $1.2 Million in a 401(k) and $2,800 Social Security. How Should I Plan My Retirement Budget?
For an average single person planning to stop working at 64, a $1.2 million 401(k)...