financial advisor
Edelweiss’s Radhika Gupta shares 10 crucial financial planning tips for asset transfer in case of death
Radhika Gupta, CEO of Edelweiss Asset Management, recently took to X (Twitter) to underscore the often-overlooked aspect of financial planning—preparing ...
I’m 67 with $750K in a 401(k). How Can I Preserve This Money for the Rest of My Life?
Loraine Montanye is financial advisor and certified financial planner (CFP) I am in a quandary about how to invest $750,000 ...
I’m 70 With $1.4 Million in IRAs. Should I Convert $160k Per Year into a Roth to Save on RMDs Later?
Financial advisor and columnist Brandon Renfro I am 70 and I have $1.4 million in traditional IRAs. Is it best ...
How Much Will My 401(k) Grow If I Stop Contributing?
how much will my 401k grow if i stop contributing It can be satisfying to watch your 401(k) plan balance ...
My Wife and I Have $1 Million in a 401(k) and Fully Own a $500k Home. Can I Retire in 5 Years at 60?
With $1 million in a 401(k) and no mortgage on a $500,000 home, retirement at 60 may, in fact, be ...
I Have $680K in a 401(k), a Monthly Pension of $1,600 and Another $150K in Cash. Can I Retire at 62?
Financial advisor and columnist Matt Becker I currently have $680,000 in a 401(k), $150,000 in savings and a pension of ...
Does Fidelity’s 45% Rule Still Hold Up?
Among retirement rules of thumb, saving 10 times your salary by 67 reigns supreme. But workers should also have another ...
Retiring at 55 With $6 Million Will Buy You This Type of Lifestyle
SmartAsset: Is $6 million enough to retire at 55? With smart money management, retiring at 55 years old with $6 ...
I Want to Roll Over My Money to a Roth IRA. How Do I Avoid Paying Taxes?
Ask an Advisor: If I Have a Tax-Deferred 401(K). Can I Convert It to a Roth IRA Without Paying the ...
I Have $750K in a Roth IRA and Will Receive $1,800 Monthly From Social Security. Can I Retire at 65?
A man looks over his financial plan to determine whether he can retire at age 65. Can you retire at ...
