Jonathan, Author at Jonathan Mazur

Make an Excess 2021 Contribution?

If you made an excess contribution last year, you still have time to correct it and avoid a penalty. Here’s what to do.

There’s a lot to think about when downsizing. Make sure you’ve done your research so that your downsizing goes smoothly and doesn’t become costly.

Some things you might want to think about if you plan on using stocks to fund your RMDs.

Deciding whether to do a conversion of a traditional IRA to a Roth IRA is not as easy as it may seem. Here’s some of what you need to consider.

A house isn’t the investment it used to be. You will need to think long and hard about whether it’s really worth putting money into.

Just because you have a huge nest egg in retirement or lots of money saved up doesn’t always mean you’ll be happy. Do what makes you happy with it.

Taking a lump sum buyout or payout from a pension plan can be a huge decision. Here’s what you need to think about.

Inflation is really hurting Americans right now–both retired and those saving for retirement. Are you ready for it?

Do you know when the five year rule comes into play? It can be tricky!

Answer should be a combination of both.