financial advisor
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Crypto
Retiring With $1.4M in Our Early 60s: Can We Safely Withdraw $90k per Year?
2024-10-02 14:00:05 There are going to be many factors that help you determine if you’re ready to retire to $90k…
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Crypto
Is $2.5 Million in Roth Savings and $2,500 in Social Security Enough for a 62-Year-Old’s Retirement?
2024-09-30 15:20:50 A man ponders whether he can afford to retire at 62 with $2.5 million in a Roth IRA.…
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Crypto
At 65 and Taking Social Security-Can I Still Do a Roth Conversion with $750k?
2024-09-27 17:45:24 Converting a traditional IRA into a Roth IRA is one way to lower your taxes in retirement. SmartAsset…
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Crypto
I’m Expecting $3,000 in Social Security Each Month. What Strategies Can Reduce My Tax Burden?
2024-09-21 14:00:09 SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. When determining…
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Crypto
How to Cut Taxes on the $800k Net From Your Home Sale While Downsizing
2024-09-20 16:00:03 SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. When you…
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Crypto
RMD Timing: Is It Better to Withdraw Early or Late in the Year?
2024-09-19 14:00:00 People often think they don’t have any choice about taking the IRS-mandated required minimum distributions from their retirement…
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Crypto
84% of Retirees Are Getting This RMD Rule Wrong, Study Finds
2024-09-17 14:00:09 Retirees who limit retirement account withdrawals to RMDs could be making a mistake, according to JPMorgan Chase. Though…
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Crypto
I’m Getting $3,500 a Month in Social Security – How Can I Cut My Tax Bill?
2024-09-17 14:00:01 Social Security can generate real income. The more you earned during your working life, up to each year’s…
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Crypto
I Have $750K in My Roth and $1,800 Monthly Social Security – Is It Enough to Retire at 65?
2024-09-12 14:00:33 SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. Can you…
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