Latest articles by Kevin Webb, CFP®
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Six Reasons a Roth IRA Conversion Makes Sense
Avoiding higher taxes in retirement, having no RMDs and leaving your heirs a tax-free inheritance are just some of the reasons to switch to a Roth IRA.
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The Ultimate Retirement Savings Account? Surprise, It’s an HSA!
health savings accounts Health savings accounts are the best deal out there for anyone saving not just for health expenses, but for retirement too. Here’s how to make their tax advantages work for you now and in the future.
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Unhappy with Low CD Rates? A Structured Note May Be the Answer
retirement planning What are structured notes? How do they limit risk while allowing for gains? Considering their pros and cons, could a structured note be right for you? Find out how to tell.
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4 Ways to Give Your Children and Grandchildren a Financial Head Start
retirement Helping them open a Roth IRA is a great place to start, but there are a few other important steps you can take as well.
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5 Often Overlooked Tax Strategies as You Approach Retirement
retirement When you're working, you have limited control over the taxes you pay, because your salary largely determines your tax bracket. You owe what you owe, and that's about it. But once you retire and design your own paycheck to live off of, opportunities to better control your tax bracket suddenly open up.
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Money Aside, 5 Questions to Answer Before You Retire
Investor Psychology When getting your ducks in a row for retirement, you've got to know a lot more than how you’re going to pay for your new life. You've got to decide what kind of life you're going to lead.
Investor Psychology
