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Backdoor Roth IRAs: Are They Right for You?
Can’t contribute to a Roth IRA because your income exceeds IRS thresholds? If so, consider a backdoor Roth IRA instead.
How to Access Retirement Savings Before Age 59½: Roth Ladder vs. 72(t)
Compare the Roth conversion ladder and 72(t) distributions to access retirement savings before age 59½, without the 10% penalty.
Considering Prepaid Funeral Plans? Read This First.
In this post, we’ll outline prepaid funeral plan options and present alternatives to help you decide whether or not to pay for funeral expenses in advance.
How to Invest in Bonds: A Comprehensive Guide
Bonds are often a smart way to help diversify your portfolio as they are generally a more stable investment than stocks. Learn all about them here.
How to Invest in Stocks: A Guide for Beginners
Our stock-investment guide will teach you the basics to help you make informed decisions in this arena moving forward.
How Social Security Survivor Benefits Work
While Social Security survivor benefits can help ease the financial burden of day-to-day expenses in the wake of a spouse’s death, the rules surrounding them aren’t so straightforward.
Tips for Choosing Where to Live in Retirement
Choosing the right place to live can significantly impact how much joy (or regret) you’ll have in retirement. Here are some tips to help.
What is a 401(k) and How Does it Work?
This guide covers everything you need to know about 401(k) plans including what they are, how they work, and your options when changing jobs.
The Widow's Tax Penalty: What It Is and How to Avoid It
The widow’s penalty surprises many people after the death of a spouse, often triggering higher taxes and reduced income that create a larger financial burden.