…“The best times to ever do a Roth conversion are when tax rates are low, and market values of the investments are low,” Alison points out. “Because right now we…

…stop buying clothes and kitchen gadgets just because they are “on sale,” says Jeanne Thompson, a retired Fidelity Investments executive who is now an author, speaker and podcaster (Fab Fridays…

…variety of sources, none of which is guaranteed. They are getting a pension from employers that are shaky, pensions that are not stable and investments that can lose money in…

…company and is forming her own consulting firm with three fellow employees (three women) who are also retiring,” says Sandra E. McPeak, Managing Director – Investments at Wells Fargo Advisors….

…401(k) and other traditional retirement accounts, contributions to annuities are tax deferred. Your investments grow tax free until withdrawal, including reinvestments and dividends. The amount of the tax depends on…

…to avoid diabetes over five years ago, and I am still going strong due to a combination of daily movement, healthy meals, and a peaceful mind! Our investments in relieving…

…Fund This is a fund created as a 501(c)(3) and you can donate, cash, stocks real estate or other investments. Your contributions can be deducted immediately, and the fund will…

…Older people have more to handle. Besides healthcare, there’s Medicare or Medicaid, taxes (oh, those RMD’s!), insurance, finances and investments (watch that retirement nest egg!), retirement planning, estate planning…and of…

…largest single investments to date with a gift of over $2 million over the course of three years. Senior Planet programs and membership is available at no cost to people…

…the app. Join us to learn how it can improve and organize activities and projects, such as estate planning, vacation and trip planning, moving, investments, major purchases, and more! Richard…