About three years ago, I sat across from a 58-year-old client — a former hospital administrator with $1.4 million sitting in a traditional IRA — and told her something I would have said very differently a decade earlier. I told her to slow down on her Roth conversions. Not stop. Slow down. And the reasons … Read more
Last spring, I sat across from a 54-year-old engineer — let’s call him David — who had done nearly everything right. He maxed out his 401(k) every year for two decades. He had a diversified portfolio. He even had a Roth IRA. But when I looked at what he had actually put inside that Roth … Read more
Financial Disclaimer: This content is for educational purposes only and does not constitute financial advice. Consult a qualified financial advisor before making investment decisions. Affiliate Disclosure: This article contains affiliate links. As an Amazon Associate, RothWizards earns from qualifying purchases. Product recommendations are editorially independent. Key Takeaways What Is the Difference Between a Custodial IRA … Read more
Financial Disclaimer: This content is for educational purposes only and does not constitute financial advice. Consult a qualified financial advisor before making investment decisions. Affiliate Disclosure: This article contains affiliate links. As an Amazon Associate, RothWizards earns from qualifying purchases. Product recommendations are editorially independent. Key Takeaways What Is a Vanguard Custodial Roth IRA and … Read more