Adopting creative approaches to finance can help some retirees simplify their lives while maximizing their tax savings. One potentially powerful but perhaps lesser-known strategy involves minimalism. The minimalist ...
Read more
Comments Off on Three Creative Ways to Lower Your Retirement Taxes
Money
We have another Retirement News Online video, and this time we dive into the world of Roth conversions with Jon Floyd, the founder of Prospect Estate Planning. Learn ...
Read more
Comments Off on Are Roth Conversions a Good Idea Now?
Investing is one of the best ways to grow a retirement nest egg, and the first step in the process is selecting an investment account. Two common retirement ...
Read more
Comments Off on Brokerage Account vs. IRA: Which Should You Invest In?
It’s been a year since the Federal Reserve made a move on interest rates. But that trend may soon end: CME Group’s FedWatch tool shows an 88.8% chance ...
Read more
Comments Off on The Fed is 100% likely to cut rates next week, CME predicts: 8 pros on what you need to do now to prepare — and who the real winners (and losers) will be
Estate planning can be complicated — and not just for wealthy people. Though the word “estate” is often associated with the upper class, an estate is anything that will ...
Read more
Comments Off on Warren Buffett Offers One Piece of Estate Planning Advice to the Middle Class
The new tax legislation offers unique opportunities to make smart financial moves and save on taxes, especially for people nearing or in retirement with significant savings. Read more ...
Read more
Comments Off on Thanks to the OBBB, Now Could Be the Best Tax-Planning Window We’ve Had: 12 Things You Should Know
The Shocking Truth About Your “Magic Number” Once inputs like inflation, healthcare costs, and lifestyle realities are taken into account, the $1.5 million goalpost seems less like a ...
Read more
Comments Off on Think $1.5 Million Buys You Freedom? Here’s the Truth About Early Retirement
The retirement planning landscape has shifted dramatically over the past decade. With traditional pensions becoming increasingly rare and Social Security facing long-term funding challenges, Americans are shouldering more ...
Read more
Comments Off on Are annuities better than CDs when planning for retirement?
Here’s how wealthy retirees can plan for the changes in the new tax legislation, including what it means for tax rates, the SALT cap, charitable giving, estate taxes ...
Read more
Comments Off on Five Big Beautiful Bill Changes and How Wealthy Retirees Can Benefit
For years, Jim Sexton has led financial-education classes at a local library. He’s often struck by gaps in attendees’ knowledge of retirement planning. “Very few people understand what ...
Read more
Comments Off on Think you know the basics of retirement planning? Think again. ‘There’s a lot of ignorance out there.’
