financial advisor
-
Crypto
With $900k in a Roth and $2,200 Monthly Social Security, Is Retiring at 66 Feasible?
2024-10-18 16:15:29 A woman looks out of the window in her office and contemplates whether she can afford to retire…
Read More » -
Crypto
I’m Planning a $900k Roth Conversion, but Do I Really Need to Wait 5 Years for Access?
2024-10-16 16:00:31 A 70-year-old man does some calculations to determine the best way to convert his IRA into a Roth…
Read More » -
Crypto
I Want to Give $50k to My Daughter for a Down Payment on a Home – Do I Need to Worry About Taxes?
2024-10-15 14:00:20 A woman hugs her father after receiving a $50,000 gift to be put toward her down payment on…
Read More » -
Crypto
I’m 68 with a $600 Monthly Long-Term Care Premium-Is This Too High?
2024-10-09 16:50:53 Long-term care insurance can help offset the significant costs of long-term care, including nursing home stays and in-home…
Read More » -
Crypto
Ask an Advisor: When My Spouse Dies, Do I Get a Full Step-Up in Basis on My Home or Only the $250k Capital Gains Exemption?
2024-10-08 13:00:00 What if a husband and wife own a home together that increases in value by $500,000. When one…
Read More » -
Crypto
49-Year-Old Earning $1,000 a Week in Dividends With $927,892 Shares Portfolio: Top 8 Stocks and ETFs
2024-10-07 19:00:14 Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Dividend…
Read More » -
Crypto
With $1 Million in My 401(k), Should I Start Converting $100k a Year to a Roth at 62?
2024-10-07 14:00:35 A 62-year-old woman calculates how much she would pay in taxes on a $100,000 Roth conversion. SmartAsset and…
Read More » -
Crypto
How Rapper 50 Cent Made $100 Million On Energy Drink Stock By Turning It Into a Household Name
2024-10-05 18:00:13 How Rapper 50 Cent Made $100 Million On Energy Drink Stock By Turning It Into a Household Name…
Read More » -
Crypto
I’m 60 with $1.2 Million in My Roth IRA – How Do I Keep It from Running Out?
2024-10-05 14:00:10 SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. Planning for…
Read More » -
Crypto
I Want to Roll Over $865k to a Roth IRA – Can I Do It Without Paying Taxes?
2024-10-04 14:00:21 SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. Converting a…
Read More »
