Retirement
What happens to my IRA money after I die?
What Happens to My IRA Money After I Die? Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial Planning, and Nerd Wallet among others. Here is a sampling from the last three months. Just say ‘no’ to an annuity in your Roth…
Read MoreShould I convert to a Roth IRA?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial Planning, and Nerd Wallet among others. Here is a sampling from the last three months. Roth Conversions You Are Better Off Avoiding Don’t Forfeit 50% of an Inherited Roth IRA to the…
Read MoreHow to stay happy in retirement
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial Planning, and the Winter Park/Maitland Observer among others. Here is a sampling from the last three months. 6 Keys To a Happy Retirement Tax Planning For Retirees Takes Many Forms Can I Write…
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