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Is A Mega Backdoor Roth Right For You? How To Figure That Out
While investing in a mega backdoor Roth isn’t suitable to all investors, if your profile fits the bill, you can avail yourself of a way...

RetirementGuy
Apr 25, 20241 min read
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3 Mistakes Beneficiaries Must Avoid When Inheriting An IRA
The Secure Act has eliminated the stretch IRA for most people who are inheriting an IRA or 401(k). Now, beneficiaries who inherit an IRA...

RetirementGuy
Apr 25, 20241 min read
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SECURE 2.0 Act Summary: New Retirement Plan Rules to Know
The SECURE 2.0 Act is a recently enacted significant piece of legislation that has brought about substantial changes to the retirement...

RetirementGuy
Apr 25, 20241 min read
114 views
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Test your investment portfolio with this tool
Want a way to see how your portfolio has done, known as backtesting, and see other return and risk metrics? Check out this tool, perfect...

RetirementGuy
Apr 11, 20241 min read
41 views
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2024 Tax Brackets, Standard Deductions And Other Inflation Adjustments
The IRS has announced the annual inflation adjustments for the year 2024, including tax rate schedules, tax tables and cost-of-living...

RetirementGuy
Apr 11, 20241 min read
117 views
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Tax Tips for Last-Minute Filers
Tax Day is almost here for most people, so you'll want to file your federal income tax return soon to avoid IRS penalties. The last day...

RetirementGuy
Apr 11, 20241 min read
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Estate Planning Guide and Checklist for 2024
Organizing your affairs in preparation for the end of your life is an important task, and estate planning is an ongoing process that...

RetirementGuy
Mar 28, 20241 min read
166 views
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This 120-Year-Old Principle Will Help You Build Wealth With Less Stress
Roughly 70% of Americans have financial regrets from 2023, according to a Credit Karma study. The most common one is not saving money...

RetirementGuy
Mar 28, 20241 min read
156 views
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Four Things to Know About Managing a Loved One’s Finances
Taking over as the caregiver for a loved one can be stressful for many different reasons, and it comes with a lot of unanswered...

RetirementGuy
Mar 28, 20241 min read
89 views
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How Tax-Loss Harvesting Helps to Lower Your Tax Bill
Tax season is here, and many investors are looking at their capital gains and losses in 2023 to determine what they will owe in taxes....

RetirementGuy
Mar 14, 20241 min read
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Will Retirees Get A Big Income Jump From 2025 Social Security COLA?
While the inflation rate has been easing downward, retirees' budgets are still being stretched pretty thin. Over the past few years,...

RetirementGuy
Mar 14, 20241 min read
88 views
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Brace Yourself for Higher RMDs in 2024
Key Takeaways Money can’t stay in an IRA or 401(k) forever. Your required beginning date, or RBD, is when you have to start taking the...

RetirementGuy
Mar 14, 20241 min read
101 views
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What To Invest In If You Have A 4-Year Time Horizon
Investing with a specific time horizon in mind is a critical aspect of financial planning. A 4-year time horizon sets a defined period...

RetirementGuy
Feb 29, 20241 min read
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5 Financial Tips for Newlyweds
A few months before our son’s recent wedding, I sat down with him and his fiancée and talked about (what else?) money. I’ll be doing the...

RetirementGuy
Feb 29, 20241 min read
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The Cost of Loneliness in Retirement
While we often worry about saving enough for retirement, the cost of loneliness is rising as an equal threat to a happy, healthy...

RetirementGuy
Feb 29, 20241 min read
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These 4 States Top Florida and Arizona
When it comes time to retire, many people automatically think of heading to the sunny states of Florida or Arizona. With their warm...

RetirementGuy
Feb 22, 20241 min read
203 views
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Estate Planning For Singles
After I wrote a series of columns in 2022 about elder care planning for family members, I received a number of responses like this one:...

RetirementGuy
Feb 22, 20241 min read
57 views
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The Five Stages of Retirement (and How to Skip Three of Them)
In the world of retirement, a growing concern emerges as retirees, despite having the financial means for their envisioned retirement...

RetirementGuy
Feb 22, 20241 min read
179 views
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