Business
I’m in the Highest Tax Bracket. Is a Roth Conversion a Good Idea?
[ad_1] What are your thoughts on Roth conversions if you are in the highest tax bracket and plan to be there moving forward? -Joel…
Tag: financial advisor
Atlanta, Georgia Local News
Your Financial Future: Four Tips for Building Your Investment Strategy
[ad_1] Whether you’ve just started your journey to financial health or have years of experience, you’ve probably heard how investing can play an important…
Business
5 Smart Money Moves to Make With Your RMDs
[ad_1] Once you begin taking required minimum distributions (RMDs) at age 73, you must withdraw a set amount each year from your pre-tax retirement…
Business
Does My Retirement Income Count as Income for Social Security?
[ad_1] Man looking at taxes from his social security Deciding when to take Social Security benefits is one of the most important questions to…
Lifestyle
ComparisonAdviser’s Latest Study Investigates Whether Selling a Home in Retirement is a Smart Move
[ad_1] Press Release • Jun 10, 2024 One’s home is often their biggest and most important asset in their life. But should they sell…
Business
Does Fidelity's 45% Rule Still Hold Up?
[ad_1] Among retirement rules of thumb, saving 10 times your salary by 67 reigns supreme. But workers should also have another way by planning…
Business
Ask an Advisor: I Want to Roll Over My Money to a Roth IRA. How Do I Avoid Paying Taxes?
[ad_1] Ask an Advisor: If I Have a Tax-Deferred 401(K). Can I Convert It to a Roth IRA Without Paying the Deferred Taxes When…
Business
Study: Too Many Americans Are Making This Retirement Mistake
[ad_1] SmartAsset: Alarming number of working Americans cash out retirement accounts when changing jobs The very essence of a retirement nest egg lies in…
Business
We're 67 Years Old With $1 Million in IRAs. Is It Too Late to Convert to a Roth?
[ad_1] At 67, you’re presumably at or near retirement. If you have $1 million in IRAs, it may be attractive to converting to a…
Business
I Have $1 Million in Savings and a Pension. Should I Delay Social Security and Rely on My 401(k) for 8 Years?
[ad_1] A man considers delaying Social Security past his full retirement age to increase his eventual benefit. If you have $1 million in a…
Business
6 Strategies to Help Lower RMD Taxes
[ad_1] Individual Retirement Accounts (IRAs), 401(k)s and other workplace plans can help you build wealth for the future while enjoying some tax benefits. There’s…
Business
Ask an Advisor: I Made $310,000 Last Year and Have $546,000 in Retirement Savings, But My Spouse Doesn’t Work. How Can I Save More?
[ad_1] Financial advisor and columnist Michele Cagan I am 48 years old. I made $310,000 last year and I currently have $546,000 in my…
Business
Can I Make $1,000 Bucks Every Month in Dividends?
[ad_1] Dividends are the bread and butter of income investors. You don’t need to sell your assets or spend hours every day managing your…
Banking
Rebeca Romero Rainey: Authentic connection
[ad_1] Photo by Chris Williams For community banks, marketing often points to finding ways to educate, support and grow community, as well as customer…
Banking
The community bank guide to FedNow resources
[ad_1] Photo by Ismail Rajo/iStock The time has come for the long-awaited FedNow launch. As community banks navigate this process, there are plenty of…
Banking
Brad Bolton: Keep advocating
[ad_1] Photo by Chris Williams I am grateful to have had the opportunity to serve as chairman. I will continue to advocate for community…
Banking
BankOnBuffalo redefines mobile banking
[ad_1] BankOnBuffalo president Michael Noah says the bank’s mobile branch will provide service to those who don’t have easy access to banks. Photos by…
Banking
Lindsay LaNore: 7 ideas for cultivating inspiration
[ad_1] By Lindsay LaNore, ICBA The theme for ICBA LIVE 2023 is “Light the Fire. Light the Way.” As leaders, that’s a huge part of…
Banking
Valley Bank helps lead women home
[ad_1] Valley Bank offers financial literacy education to women through Hoving Home. Valley Bank is working side by side with Walter Hoving Home, a…
Banking
The benefits of offering virtual advisor services
[ad_1] From left: Coastal Heritage Bank staff Pat Driscoll, Sondra Krieg, Lisa Levy, Janet Joyce, Diane Calabro and Scott Ambroceo. Photo by Mike Ritter…