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
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Can I Access My Retirement Funds Without Paying Income Tax?
Can I Use Money From an RMD to Contribute to a Retirement Account?
