RETIREMENTGUY

When it comes to individual retirement accounts (IRAs), the opportunities for errors are seemingly endless — and costly. With roughly 58...

Navigating the intricate waters of retirement planning is laden with challenges, paramount among which is the looming shadow of sequence...

Introduction Retirement planning is a complex endeavor that requires careful consideration of numerous financial factors to ensure a...

It’s been over four years since the SECURE Act upended the rules for beneficiary IRA required minimum distributions (RMDs), and there’s...

You call the Roth IRA the Swiss Army knife of tax planning. I’m wondering if you can talk about what you see as the chief tax advantages....

In a week marked by the release of macro data—including the first-quarter GDP in the U.S.—and the completion of the first 100 days of the...

It's great being your own boss — until you have to wade through the alphabet soup of SEP IRAs and other retirement plans. Whether you're...

For a vehicle with an annual contribution limit of just $7,000 ($8,000 for those over 50), investors sure have a lot riding on IRAs....

It's no secret that home insurance costs are rising, in large part due to increased claims from floods or other natural disasters,...

Any annuity definition should recognize that complexity and consumer confusion have hampered these financial products. Although they may...

Old 401(k)s are a little like the old clothes in the back of your closet. You know you should do something about them—try them on and...

Saving for big dreams—a house, car or wedding—doesn’t mean surviving on ramen, but it does take thoughtful planning. Inflation is driving...

Christine, let’s find out how to be more savvy in 2025 with our investments. Your first tip for the year ahead is to make sure that...

Investing can be both exciting and daunting, especially for newcomers who face a myriad of choices. To build a successful investment...

Even though the owner of a limited liability company (LLC) is generally protected from a lawsuit originating from inside of an LLC — the...

Plenty of pundits and market strategists will be giving their postelection analysis in the coming weeks and months. And market volatility...

On November 7, the Federal Open Market Committee is expected to again lower interest rates after an initial cut on September 18. Markets...

Infinite banking is the practice of overfunding a permanent life insurance policy so you can borrow against its cash value. It’s an...

Are you a pre-retiree or retiree who’s nervous about the recent stock market volatility? Worried that it might be the start of a stock...

Once, the tale goes, American workers relied upon a three-legged stool for their retirement income: 1) Social Security, 2) pensions, and...