Browsing: Retirement

Before converting a traditional IRA to a Roth IRA, residents of states with income taxes should review how their states will treat the transactions. Under federal…

I’ve been the host of The Retirement Answer Man podcast for over ten years now. I try not to overshare my life on the show because…

The dentist is always telling you, and your aging loved ones to brush and floss. Get those regular dental checkups. Pay attention to your oral health.…

Fe deral Agency Regulations on Ambiguous Laws No Longer Get Deference A recent Supreme Court case will change the dynamic of key aspects of tax planning,…

Families typically reach out to financial advisors when they experience a major financial milestone. This often coincides with significant life events, including changing jobs, selling a…

Falls are now the leading cause of injury and death among older adults (65+) in the U.S. They are the cause of just under 75 deaths…

Retiring by the beach is a popular dream of many, but while escaping the 9-to-5 grind on a deserted island may seem like a fun idea,…

The IRS has issued more guidance on the required minimum distribution (RMD) rules—this time in the form of final regulations. The final regulations offer some clarity…

Today, July 19, 2024, the IRS and Treasury Department released long-awaited final regulations on Required Minimum Distributions. RMDs are mandated yearly withdrawals from IRAs, 401(k)s and…

According to reports, interest in moving abroad spiked after the recent presidential debate. So what are the best places to live in the world? Ask the…