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With the new tax law in place, there are several reasons why converting from a traditional IRA to a Roth could make sense for you now. But here are five critical points you need to keep in mind.
See More On: Roth IRAs | 401(k)s | Financial Planning
To see which way your tax bill might be headed in 2018, take a look at these four scenarios comparing the taxes certain types of people would pay in 2017 with their 2018 projected tax bills. Where do you fit in?
See More On: Tax Planning | Financial Planning | Making Your Money Last
The road is not an easy one, but even if you've been denied, there are ways you can improve your chances at getting the help you need (and that you paid for through your FICA payroll taxes).
See More On: Social Security | Employee Benefits | Family Finances
Here's how I helped my client take the RMDs he didn't need and turn them into peace of mind for his children's future.
See More On: Making Your Money Last | Estate Planning | Family Finances
Before you take the plunge, take the time to do a series of background checks on the exchange you're thinking of using. Some have much stronger protections and better reputations than others.
See More On: Saving for Retirement | Wealth Management
Despite a circuit court ruling that essentially (at least for now) nullifies the Department of Labor's consumer protections, retirement plan sponsors still need to do the right thing … or else. And consumers need to keep an eye out.
See More On: 401(k)s | Financial Planning | IRAs
The stakes can be higher for a second marriage, because you probably have built a more established career, have amassed more assets and possibly some children as well. So be prepared before you set foot down that aisle.
See More On: Family Finances | Financial Planning | Making Your Money Last
The passage of the 2017 Tax Cuts and Jobs Act was the beginning of tax change, not the end. It's likely to touch off plenty more changes ahead ... so be prepared to take advantage of them if you can.
See More On: Tax Planning | Family Finances | Financial Planning
Easy-money policies across the globe have set us up for some rocky times ahead. Here's why, and what retirement savers and investors should be doing now to protect themselves.
See More On: Saving for Retirement | Financial Planning | Stocks & Bonds
Many people take Social Security early and put off tapping into their IRAs and 401(k)s until they must. But that's the opposite of what most should do, because waiting until 70 to take benefits can pay off in more ways than one.
See More On: Social Security | 401(k)s | Family Finances
If you're getting hounded by calls, emails or letters from the IRS, how do you know they're legit? Here are some warning signs of scams to watch out for.
See More On: Scams | Family Finances | Tax Planning
You might not be thinking about the practical tasks that need to be accomplished as soon as possible, but these steps are critical to safeguard an estate and ensure that it is passed down as smoothly as possible.
See More On: Estate Planning | Family Finances | Financial Planning
Let me set the record straight on the two main types of annuities for you.
See More On: Making Your Money Last | Annuities | Family Finances
Starting in 2018, the tax deduction that giving to charity provides may be no longer be available to many people. That is, unless they change the way they give. Here are three strategies to help keep the deduction many count on.
See More On: Tax Planning | Financial Planning | Tax Breaks
The Tax Cuts and Jobs Act preserved or even beefed up many tax breaks available through workplace benefits programs. Here's how to make the most of those benefits.
See More On: Tax Planning | Employee Benefits | Tax Breaks
You've heard the term bandied about lately, but do you understand what a trade war with China would really be like? Are we headed that way, or is this more of a bargaining chip for future negotiations? It's worth exploring.
See More On: Markets | Financial Planning | Foreign Stocks & Emerging Markets
Conventional wisdom holds that bonds' value falls as rates rise, and rates are rising, so now what? Well, before you start selling, read this.
See More On: Saving for Retirement | Financial Planning | Markets