"Financial Advisor Magazine" Articles
Weekend Reading: It's Now or Never for Backdoor Roths
The most recent proposal of the Build Back Better Plan submitted on November 19 now eliminates both the regular backdoor Roth and mega-backdoor Roth tax strategies beginning in 2022 for everyone, regardless of income.
Weekend Reading: Are Longevity Assumptions Obsolete?
The odds are in your favor when it comes to living longer; however, that also means creating a retirement income stream you don’t outlive is more imperative than ever.
Weekend Reading: For Happiness in Retirement, Forget About Your Kids and the Fancy Car, Advisors Say
What’s the secret recipe for a happy retirement? According to a recent Morningstar panel, it includes three things: Having enough money, having relationships with your peers and community, and having your health.
Weekend Reading: The Retirement Rush
A global pandemic has the power to bring about a plethora of abrupt life transitions, and for many baby boomers, that included stepping into retirement earlier than expected.