What retirees and pre-retirees should understand about moving a 401(k), investing through an IRA, and why Roth accounts continue to stand out for tax-free growth. […]
We will be answering mailbag questions that came in on today’s show. We will be discussing if it’s wise to do Roth conversions, what to know about inheriting an IRA, and how your tax picture changes in retirement. […]
It’s another mailbag edition of the podcast! This time around we will discuss variables that determine how much retirement income you may need, diversification in an IRA, and reducing the risk in your portfolio. […]
The Coronavirus and other economic forces have caused the stock market to crater and experience some wild ups and downs the past few weeks. It has a lot of investors feeling emotional and worried about their retirement plans. Barbara and Phil will give their opinions on the down market and the advice they are currently giving their clients. We will also break down what a backdoor Roth IRA is and discuss the differences between active and passive management styles. […]