Roth conversions can be a useful strategy for some people to save on taxes and potentially grow their retirement savings, but there are also scenarios where it may not be the best option. …

When looking forward to retirement, many people envision traveling, enjoying leisure activities, and helping their loved ones financially. However, it’s important to take into account the impact of federal and state income taxes …

What workers anticipate in terms of retirement income sources may differ considerably from what retirees actually experience.  For many people, retirement income may come from a variety of sources. Here’s a quick review …

(01:04): Hello and welcome to this week’s episode of the Her Retirement Podcast. As I was thinking about what I wanted to speak about this week, I saw an article about a T …

What’s So Great About a Rollover? Changing jobs can be a tumultuous experience. Even under the best of circumstances, making a career move requires a series of tough decisions, not the least of …

(01:03): Hello and welcome to this week’s episode of the Her Retirement Podcast. I am a day late, but I don’t think I’m a dollar short. My mother used to say that expression …

(00:01:04): Hello everyone, and welcome to this week’s episode of the Her Retirement Podcast. Welcome to 2023, and I wrote my first check the other day with the correct year on it. I …

(02:01): So you could probably say I created the platform for me, but I also made it for you. And I refer to her retirement as the first retirement readiness platform. I used …

Find That Lost Retirement Account Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t even remember. With over 24 million “forgotten” 401(k) …

(00:02): Hello and welcome to this week’s episode of the Her Retirement Podcast. This week I’m talking about an article I saw on the National Institute on Aging website. It is called 10 …

New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This concern may be legitimate. Some households “live it …

I’ve read a statistic that those who have a written financial plan accumulate 445% more assets than those who don’t. The source was an HSBC Future of Retirement study from back in 2013. …