What is a Roth Conversion and Should You Do It?

What is a Roth Conversion and Should You Do It?

When you think of your major expenses, you might think of housing, healthcare, travel, or something else. But have you considered that taxes could be your biggest expense, even in retirement? There could be ways to reduce your tax burden today and tomorrow, including...
Where Could Your Retirement Income Come From?

Where Could Your Retirement Income Come From?

You’re used to receiving a paycheck, and perhaps you’ve been used to it steadily increasing over the course of your career. You may have experienced what’s known as “lifestyle inflation” and may not plan to downgrade in retirement. Whatever the case, it’s important to...
4 Retirement Lifestyle Predictions

4 Retirement Lifestyle Predictions

Do you think your retirement will look exactly like your parent’s retirement? The answer is probably “no,” and hopefully, it’s “it will look even better.” Retirement is changing, and it’s important to think about what you want in retirement and how you’ll afford it....