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    Mark Stein

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    Latest articles by Mark Stein

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    Travel the World Without Leaving Home in Retirement

    Travel You can still visit museums and marvel at their great works of art, tour historical landmarks and stroll through foreign cities ... from the comfort of your home.

    Travel
    • null

      Why 2020 Is an 'Unprecedented Opportunity' for a Roth IRA Conversion

      Financial Planning Tax advisors say you can reduce your tax bill by 30% to 40% in this unprecedented time.

      By Mark Stein Published 17 June 20

      Financial Planning
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      Medicare Now Covers Telehealth, Thanks to This Pandemic

      retirement Many private health insurers have offered telehealth for several years, but Medicare lagged behind covering the service.

      By Mark Stein Published 20 May 20

      retirement
    • null

      What Retirees Must Know About Telehealth

      retirement The coronavirus has elevated the benefits and potential savings of telehealth like nothing before.

      By Mark Stein Published 20 May 20

      retirement
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      A Penalty-Free Route To Tap an IRA

      retirement The SEPP strategy lets IRA owners avoid the early-withdrawal penalty by taking equal payments for at least five years or until the owner turns 59½.

      By Mark Stein Published 6 March 20

      retirement
    • A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins

      Sizing Up the Value Of an Art Collection

      retirement Invest time now to decide where your collection goes, or if it's divested, donated or given to your heirs after you die.

      By Mark Stein Published 30 January 20

      retirement
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