Retirement Investing

  • June 19, 2014

Home equity can be tapped to fund retirement, without leaving your home. Recent changes in reverse mortgages make this strategy even more viable, but you have to know how to use them properly. Read More

  • May 1, 2014

The best thing you can do to ensure the financial security of your grandkids isn’t to give them money or wealth. What they need more is sound advice based on your experience and the latest research. Read More

  • March 27, 2014

Roth IRAs remain one of the most neglected tax and financial planning opportunities. Even many of those who convert their traditional IRAs to Roths don’t take advantage of all the strategies available to maximize tax-free wealth. Read More

  • January 14, 2014

Your IRA can invest in a lot more than stocks, bonds, and mutual funds. The law allows many other investments, but you have to know the rules to avoid some penalties. Read More

  • November 15, 2013

Your IRA could be hit with income taxes, even if it’s a Roth IRA. The rule has been in the tax law a long time, but it didn’t affect many investors until recently. With many investors seeking investments other than traditional stocks, bonds, and mutual funds, the rules are coming into play more often. Read More

  • May 30, 2013

In the wake of the latest tax law we need to revise and rethink some strategies about Roth IRAs, especially about converting traditional IRAs to Roth IRAs. Conversions have a trade off, and for some people the equation has changed under the new law. Read More

  • April 5, 2013

Roth IRAs are one of the most powerful retirement planning tools. Yet, most people aren’t taking full advantage of the opportunities to enhance lifetime security and financial independence. Read More