Markets Got You Down? Consider a Roth Conversion
Nobody wants to pay taxes now when you can defer them to a future year, right? Not so fast. Are there times when it makes sense to take the taxable income you don’t need for current expenses? One of MoneyLetter’s colleagues, Bruce Hardy – portfolio manager for the...
Even With Inflation Slowing Retirees Should Pay Attention
Recent reports indicates that the rate of inflation is slowing, but consumers are still seeing increases in the prices of basic needs like gas and groceries.[1] The rate that things are becoming more expensive has decelerated and has been for some time. But things are...
A Fixed Annuity Might Make Sense for You
By William “Bill” O’Neill, AIF® An annuity is an insurance-based financial product that accepts funds and then typically pays them back later in a stream of payments or lump sum. It can help protect against outliving your money by providing guaranteed payments...
Approaching or In Retirement? Assess Risks and Make a Plan
By William “Bill” O’Neill, AIF® I speak with investors every day. And even though most of them have been around the block a time or two, market conditions like we have today are frustrating. Perhaps you feel the same way. You might have been aiming to save a certain...
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