Catching Up and Staying on Track

Catching Up and Staying on Track

Suivant

Roth Conversion Strategy

Should I convert my traditional IRA to a Roth by maxing out our current tax bracket, or the next bracket, prior to required minimum distributions? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ...  Afficher plus

If I Retire, Does Our Plan Work?

If I walk away from my job at the end of June 2026, and never earn another dollar, will our long-term retirement plan be impacted? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠h ...  Afficher plus

Épisodes Recommandés

I’m Financially Secure–Why Do I Feel Lost?
Money Girl

967. Laura answers a listener's question about how to feel more certain about setting goals and a budget when your income rises.

Find a transcript ...

  Afficher plus

What Do I do With an HSA at an Old Employer?! (Plus How to Avoid RMD's) - Money Q&A
The Personal Finance Podcast

In this episode of the Personal Finance Podcast, we're going to talk about what to do with an old HSA at an old employer, plus how to avoid RMD’s. Today we are going to answer these questions! Question 1: Can I transfer investments from a brokerage account to a retirement account ...  Afficher plus

"Should I Pause Investing to Pay Off My Mortgage?"
Money Guy Show

Here's a question we get a lot that always elicits strong reactions - should you pause retirement savings to finish paying off your mortgage? We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach ...  Afficher plus

How to Retire With Over $100,000 of Annual Income
Money Girl

Laura reviews planning variables and what it takes to retire with over $100,000 of yearly income.

Transcript: https://money-girl.simplecast.com/episodes/how-to-retire-with-over-100-000-of-annual-income/transcript

Have a money question? Send an email to <a href="mai ...

  Afficher plus