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Browsing Tag

Roth conversions

7 posts
PPersonal finance
I'm 53 With $2.45M Saved — Is It Time To Stop Contributing To Retirement?
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I’m 53 With $2.45M Saved — Is It Time To Stop Contributing To Retirement?

  • February 7, 2026
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Quick…
PPersonal finance
Here’s why most US retirees with less than $2,000,000 should avoid Roth conversions
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Here’s why most US retirees with less than $2,000,000 should avoid Roth conversions

  • February 5, 2026
Envato/YuriArcursPeopleimages Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Roth…
PPersonal finance
Here’s why most US retirees with less than $2,000,000 should avoid Roth conversions
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Here’s why most US retirees with less than $2,000,000 should avoid Roth conversions

  • January 25, 2026
Roth conversions are widely considered financially advantageous. Financial advisors often recommend them, and online calculators frequently frame them…
PPersonal finance
The surprising upside of RMDs that most US retirees miss. Don't make the wrong choice in 2026
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The surprising upside of RMDs that most US retirees miss. Don’t make the wrong choice in 2026

  • January 18, 2026
Required minimum distributions or RMDs are usually framed as a financial disaster. A ticking time bomb that should…
HHealthcare
$1.5 Million at 60 Looks Solid Until You Calculate Five Years Without Medicare
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$1.5 Million at 60 Looks Solid Until You Calculate Five Years Without Medicare

  • January 15, 2026
ACA marketplace premiums for ages 60-64 without subsidies can consume a significant portion of $60,000 annual withdrawals before…
PPersonal finance
Big changes hit 401(k)s in 2026, including a major tax shift that could affect some investors
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Big changes hit 401(k)s in 2026, including a major tax shift that could affect some investors

  • January 5, 2026
If you are reviewing your retirement savings for 2026, there are changes set for 401(k)s that you should…
PPersonal finance
I Asked ChatGPT the Smartest Retirement Move To Make in 2026 — Its Advice Was Shockingly Simple
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I Asked ChatGPT the Smartest Retirement Move To Make in 2026 — Its Advice Was Shockingly Simple

  • December 22, 2025
When it comes to retirement planning, everyone’s got an opinion. Financial advisors push complicated portfolios, bloggers swear by…
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