Browsing: Retirement

The recent passing of Gene Hackman and his wife Betsy Arakawa reveals a profound truth about our current approach to later life. Their deaths—occurring days apart…

A Roth solo 401(k) can make up for the loss of your access to an employer-sponsored retirement plan. Planning for retirement is crucial, especially for self-employed…

A mega backdoor Roth conversion is a retirement plan strategy that can allow individuals to allocate money to the Roth tax strategy above and beyond both…

If you want to retire in or to California, you may wonder how California will take your Social Security and other retirement benefits. There is some…

The description of facts here is based on a real case. We addressed a complex matter of drug addition in an elder, related financial ripoffs, and…

I love helping my clients maximize their tax-free retirement income streams. Converting a traditional IRA account to a Roth IRA is a fabulous part of a…

What’s it’s like to be retired when a recession hits? Every good ship’s captain knows how to ride out choppy waters. He’s got a tried-and-true rulebook.…

Especially in times of market uncertainty or volatility, our attention tends to be sucked into the bottomless vortex of pointless prognostication and aimless activity. Yet, if…

Most people should consider having one or more trusts in their estate plans. To make decisions about trusts you must be aware of trust terminology and…

You’re sitting in your office hurrying to get that last project accomplished before time runs out. It’s not just the usual deadline. It’s your deadline. It’s…