Does your employer offer both a traditional and Roth 401(k) and does your employer allow you the opportunity to do what’s called an in-plan Roth conversion?That’s a tactic whereby you would convert some or all the money in your traditional 401(k) into your Roth 401(k)
As the founder and lead retirement planner at Rich Life Advisors, Beau Henderson’s advisory practice focuses almost exclusively on serving investors who are within a 10-year window of retirement.
Can you explain how a special-needs trust works?We have an adult child on disability and have been told we can set up a special-needs trust for her
When it was passed into law at the very end of 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act moved the age for required minimum distributions (RMDs) from 70.5 to 72.
The real estate market is hot.It is a seller’s market in much of the country and buyers face challenges
Searching for "retirement planning rules" produces 221 million results on Google.Yes, there's a lot of advice out there
Taxes don’t go away when you retire.In fact, for many of you reading this post, taxes may be even more onerous in the future once you are retired
Far and away, the most frequent questions that pop into the HerMoney Mailbag are on the topic of retirement: Planning for retirement.Managing our money in retirement
The extended tax-filing deadline gives many Americans extra time to contribute to certain investment accounts for 2020.
The IRS in March moved the due date for individual returns to May 17 from April 15 due to the coronavirus pandemic.It also confirmed in March that moving the filing deadline also pushed back the last day to contribute to individual retirement accounts and Roth IRAs for the 2020 tax year.
The May 17 deadline for filing 2020 taxes is swiftly approaching.
If you haven’t filed your taxes yet, it’s time to start.
As many as 33% of Americans procrastinate doing their taxes and wait until the last minute, according to a recent survey by IPX 1031.The reasons taxpayers put it off vary — 40% say filing is too time-consuming, 22% said it’s too stressful and another 22% want to make sure they’re filing correctly.
