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Retirement Planning

Business

Opinion: Sell low, buy high — top pension managers do it again

Carl Westwood -
Don’t you want your 401(okay) was being run by the identical highly-paid geniuses who...
Business

Should you convert your IRA to a Roth if Biden’s infrastructure plan passes?

Carl Westwood -
Some Americans could also be making ready to convert their retirement belongings into Roth...
Business

Whether you’re retiring in 30 years or 5 years, you still need to do this one thing religiously

Carl Westwood -
Investing is a vital a part of accumulating sufficient cash in retirement — and...
Business

Early Retirement is Not as Good as it Sounds. Advisors Need to Persuade Clients To Keep Working.

Carl Westwood -
In a typical yr, come summertime, a couple of academics in western Pennsylvania would contact Brad...
Business

We have $1.6 million but most is locked in our 401(k) plans — how can we retire early without paying so much in taxes?

Carl Westwood -
I'm attempting to give you a path to retire inside the subsequent two to a few years and want some assist. I can...
Business

I’m a farmer in my late 30s and live a frugal lifestyle. My son has a disability. Should I pay extra on my mortgage...

Carl Westwood -
I consider you latterly said that by 40, one ought to have 3 times their annual revenue saved for retirement. That frightened me...
Business

My parents claimed me on their 2019 taxes and received my third stimulus check, but I don’t qualify based on my taxes. Will the...

Carl Westwood -
Dear Quentin, I’m confused. My parents claimed me on their 2019 taxes (which was...
Business

My wife’s father left her a home and money in a trust. This subsidizes our lifestyle. What happens to me if she dies?

Carl Westwood -
Dear Quentin, I reside in Pennsylvania. Four years in the past, my father-in-law died,...
Travel

Have vaccine, will travel: Retirees hitting the road should check their Medicare coverage first

Carl Westwood -
aldomurillo | E+ | Getty ImagesRetired, vaccinated and able to hit the road? Don't neglect to check whether or not your Medicare plan...
Business

Biden tax hikes could be coming — these numbers suggest some people aren’t waiting to find out

Carl Westwood -
The cash people put into retirement financial savings accounts will be taxed at some level within the course of, whether or not it’s...
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