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.
Category: Retirement
Things To Think About Before an IRA Conversion
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.
The Lump Sum Option
Taking a lump sum buyout or payout from a pension plan can be a huge decision. Here’s what you need to think about.
Could You Handle Inflation in Retirement?
Inflation is really hurting Americans right now–both retired and those saving for retirement. Are you ready for it?
Saving vs. Investing
Answer should be a combination of both.
When You’re Not Ready to Retire…
Many Americans are not ready to retire for a multitude of reasons. If you’re one of them, don’t worry…you’re in good company!
Streamline Your Finances
Getting organized now can save you time and energy in the future.
Don’t Let Present Day Control Your Future
The markets will always be going up and down and sometimes it’s best to just let them do that, especially when it comes to long-term investing.
A Few QCD Facts to Keep in Mind
Qualified charitable distributions can be a great way to give back to charities and causes important to you, but you may want to be aware of a few things first to make sure you stay within the rules.
SECURE 2.0 Bill Making Its Way Through Congress
A new piece of legislation is making its way through Congress and it could have a big impact on retirement saving both in the near and far futures.