Skip to site content

Tag: retirement

article

Is 100% Equity Allocation Wise in Retirement?

Some financial gurus are against adjusting your portfolio to a more conservative allocation as you get older. Does it make…

View Post

article

Should You Diversify Retirement Assets Beyond Pre-Tax Investments?

Does it make sense to diversify retirement assets if you are primarily invested in pre-tax assets?

View Post

article

Retirement Savings vs. Student Loans: Which Should You Prioritize?

If you have little or no savings for retirement, does it still make sense to prioritize higher interest student loans…

View Post

article

How to Influence Your Employer’s 401(k) Plan for Optimal Benefits

Not all employer 401(k) plans are created equal. If you are able to influence your employer’s decision, what should you…

View Post

article

How to Legally Avoid Paying Taxes in Retirement!

Did you know that there are perfectly legal strategies you can use to AVOID paying taxes in retirement? Contributing to…

View Post

article

What Should I Do With A $100,000 Inheritance?

If you are fortunate enough to inherit a large sum of money, what should you do with it? Purchase a…

View Post

article

When You Hit Your Retirement Number, Should You Keep Investing?

If you Know Your Number for retirement and reach that goal, does it make sense to continue investing even when…

View Post

article

Why Are Backdoor Roth and Mega Backdoor Roth ‘Loopholes’ Allowed?

If Roth accounts are so good that the government limits who contributes and how much they can contribute, then why…

View Post

article

How to Balance the Trade-Off Between Current Spending and Future Retirement

Investing more for retirement means you are spending less now. What’s the point of investing so much now when you…

View Post