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I’m Retiring Soon. How Should I Structure My Portfolio?
Retirement marks a profound shift in life—moving from the hustle and bustle of work life to a period of relaxation and fulfillment. But with this
The Mega Backdoor Roth Conversion
How High-Income Earners Can Supercharge Their Retirement Savings “I’m maxing out my 401(k) every year.” This is something I hear often from high-income earners that
What Is Portfolio Rebalancing and How Often Should You Rebalance Your Portfolio?
Have you ever looked at your investment portfolio and wondered if it still aligns with your financial goals? If you haven’t, it might be time
How Much Will Health Care Cost in Retirement?
Healthcare costs in retirement can be a significant financial burden, yet many people underestimate how much they will need to spend. According to a 2022
What Is a Safe Withdrawal Rate in Retirement?
Securing your financial future in retirement is a critical concern for anyone planning to leave the workforce. With the excitement of retirement comes the daunting
What Is a Roth Conversion? Should I Consider it?
A Roth conversion could transform your retirement savings strategy, potentially saving you a significant amount of money in taxes. This financial maneuver involves moving funds