IRAs

IRA to Roth Conversion Rules: Essential Tips & Mistakes To Avoid for Savvy Investors

After over 30 years as a financial planner helping clients navigate retirement investing, I've seen it all when it comes to IRA conversions. Specifically,...

Navigating Roth IRA Recharacterization – Making the Smart Choice for Your Retirement

Heading out on the journey of retirement planning brings many pivotal decisions, like whether to consider a Roth IRA Recharacterization. Drawing from over 25...

The Best Roth IRA Account For Me? How To Choose in 2024

Unsure where to open your first Roth IRA or roll over an existing account? With countless investment firms touting enticing offers, choosing the right...

Can I Have a Roth IRA And a 401k? Is a Roth IRA Better Than a 401K?

Have you ever asked yourself, "Can I have a Roth IRA and a 401k?" If so, you're in the right place. Imagine you're just...

Roth IRA Contribution Limits 2024 – A Complete Guide

Do you know how much you can contribute to your Roth Individual Retirement Account (IRA) in 2024? With new income thresholds and eligibility rules...

How Many IRAs Can You Have? A Comprehensive Guide

Saving for retirement is a top priority for many people, which is why Individual Retirement Accounts (IRAs) remain one of the most popular investment...

Who Should I Open a Roth IRA With? TD Ameritrade Roth IRA Review

Are you unsure about which Roth IRA provider to choose for securing your financial future and retiring with peace of mind? Look no further...

Should You Use a Roth IRA to Pay for College Tuition?

As a former financial planner and father of two college-aged sons, I've helped countless families develop smart college savings strategies. One question that often...
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Latest news

The Index Card Book Review & Summary

Hello there, fellow financial traveler. As a retired financial planner with decades of experience, I've witnessed firsthand the anxiety...

💰 Does Chime Work With Cash App? Here’s What You Need to Know

Imagine this: You're at a busy coffee shop, and your friend offers to pick up the tab. You promise...

Vanilla Gift Card Zip Code Not Working? Here’s How to Fix It Fast

Picture this: You're thrilled about making an online purchase—a gift for a loved one or perhaps treating yourself. You...

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