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Matthew C. Peck has his Certified Financial Planner certification and is co-founder of SHP Financial. He is insurance licensed and has passed the Series 65 exam. Peck is the author of Mind the Gap: The Cracks in the American Retirement System and is co-host of the Retirement Road Map radio show. He earned dual bachelor's degrees in history and English at the University of Connecticut in 2001, and he earned Boston University's Certificate of Financial Planning in 2015.
If you’ve got money sitting in pre-tax investments like a traditional IRA or 401(k), you may want to pay the tax bill that comes with them sooner rather than later. Here are three strategies to consider.
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