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Mark Stein
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Travel the World Without Leaving Home in Retirement
Travel

Travel the World Without Leaving Home in Retirement

You can still visit museums and marvel at their great works of art, tour historical landmarks and stroll through foreign cities ... from the comfort o…
July 1, 2020
Why 2020 Is an 'Unprecedented Opportunity' for a Roth IRA Conversion
retirement

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

Tax advisors say you can reduce your tax bill by 30% to 40% in this unprecedented time.
June 17, 2020
Medicare Now Covers Telehealth, Thanks to This Pandemic
retirement

Medicare Now Covers Telehealth, Thanks to This Pandemic

Many private health insurers have offered telehealth for several years, but Medicare lagged behind covering the service.
May 20, 2020
What Retirees Must Know About Telehealth
retirement

What Retirees Must Know About Telehealth

The coronavirus has elevated the benefits and potential savings of telehealth like nothing before.
May 20, 2020
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A Penalty-Free Route To Tap an IRA
retirement

A Penalty-Free Route To Tap an IRA

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.
March 6, 2020
Sizing Up the Value Of an Art Collection
retirement

Sizing Up the Value Of an Art Collection

Invest time now to decide where your collection goes, or if it's divested, donated or given to your heirs after you die.
January 30, 2020