Retirement Income

Practical Reasons for Partial Annual Roth IRA Conversions

Here are Practical Reasons for Partial, Annual Roth IRA Conversions. We have already highlighted to you IRA versus Roth IRA. What You Need to Know. Now we want to discuss why some investors should consider partial annual Roth IRA conversions, as part of their overall tax strategy. A Roth Conversion A Roth conversion is when… Continue Reading: Practical Reasons for Partial Annual Roth IRA Conversions

Life After Your Last Paycheck: Practical Steps for Retirement

You have decided to retire. Now it is life after your last paycheck. There will be no more direct deposit, at least not from your former employer. We wrote earlier about Why Getting Old is the New Normal. Here are practical steps for retirement. Identify What It Costs You a Year to Live Before anything… Continue Reading: Life After Your Last Paycheck: Practical Steps for Retirement

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

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