In Case You Missed It

Best Cities & States for Downsizing

New research has revealed the locations that offer the most saving potential for those who are considering downsizing their homes.

Planning for Special Needs Family Members

How can you ensure that your loved ones have enough assets?

Women, Divorce & Retirement Webinar

Mark your calendars. Retirement Daily’s Women, Divorce & Retirement Webinar is scheduled for Friday, May 13, 2022 at 1 p.m. ET / 10 a.m. PT.

Five Reasons to Consider Partial Roth Conversions

Thinking of converting your IRA to a Roth IRA? Well, it turns out that it actually isn’t an “all or nothing” situation. Presenting: partial Roth conversions.

Shred It or Save It: A Guide on Organizing Important Documents

Your overstuffed drawer filled with papers from the last 10 years will thank you.

SECURE Act 2.0 — Cascading Beneficiary Strategy for Married IRA Owners

Regulations of the SECURE Act 2.0 were approved on March 29, 2022. Do you need to try “disclaimer planning”?

Ask Bob

Email your question to [email protected]

How Do I Avoid Taxable Income with Charitable Contributions?

Ask the Hammer

Email your questions to [email protected]

Can I Access My Retirement Funds Without Paying Income Tax?

Can I Use Money From an RMD to Contribute to a Retirement Account?



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