Posts Tagged ‘Roth IRA’
Year-end Roth Conversions
As we start to close out 2022, what are the things we should be doing with our finances? Is now the time to do a Roth conversion? Depending on your situation, you may want to con-sider it before the ball drops on New Year’s Eve. Eric explains how a Roth conversion works, what the benefits are, and why you’ll want to talk to your advisor about whether you should do one right now.
Read MoreUnderstanding Financial Feelings
How you feel about things has a big impact on your financial decisions. We talk through several areas where understanding your feelings can help you determine what’s best for your financial plan.
Read MoreMailbag: Is It Common to Worry About Running Out of Money?
Do people usually fret about running out of money? Are there ways to set aside retirement money for your adult children? Eric answers these questions and more on today’s show.
Read MoreHow Do You Know How Much You Need?
How can you know just what you need? Eric talks through four different financial scenarios to help you get a better idea of what you need to consider and feel confident in your decisions.
Read MoreCommon 401(k) FAQs
As you’re accumulating, depending on what stage your life’s in, your contribution should be a different risk tolerance than your balance.
Read MoreEmpty Nest Syndrome
Have all of your little baby birds left the nest? Today, we discuss the kind of financial decisions you may make in this next stage of life.
Read MoreRetirement Quiz – Is That Your Final Answer?
We quiz Eric with a few multiple-choice questions all about retirement. Which one will he choose? Do you agree?
Read MoreAvoiding the Tax Time Bomb
Are you nervous about all the taxes you might have to pay in retirement? We talk through strategies you can implement now to reduce your taxes down the road.
Read MoreMailbag: How Do I Plan for Possible Long-Term Care Expenses?
When building a financial plan, it’s important to consider several different angles. Eric answers three questions from the mailbag on this week’s episode.
Read MoreUnderrated Or Overrated?
We’re playing a game to determine what’s underrated and overrated when it comes to a few topics in the financial world (and even a few outside of financial planning). Let us know what you think.
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