In today’s update, Beau pulls from our inbox to answer a few reader questions on how to prepare your retirement plan for the year ahead.
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Being diagnosed with a long-lasting, debilitating disease is bad enough. But affording care creates an additional burden for many older Americans. So, where do you turn if you’re facing months of medical bills that you simply can’t pay? In today’s update, Beau shows you the surprising answer.
For many Americans, the day after Thanksgiving is just one big shopping spree. But this year you may want to consider skipping the rush and doing something productive that could have a positive impact on the rest of your life. In today’s update, Beau shows you how to use the time to lower your long-term tax bill instead.
Roth IRAs are one of the best retirement tools out there, especially when it comes to lowering your tax liability. But the IRS doesn’t make utilizing this tool easy for everyone. High income earners are even prohibited from contributing to them altogether. Today, Beau shows you the loophole around this Roth IRA restriction.
Some experts expect a stock market fall as early as this summer. If those predictions come true, it could be devastating for anyone in or nearing retirement. The best way to avoid any mistakes is to be prepared. Today, Beau explains what you need to know in case these experts are right about an impending meltdown.
There’s only one way to create a lifetime of guaranteed income, and that’s through an annuity. Today, Beau explores the protective features of one of the safest annuities out there.
The SECURE Act introduced some of the biggest changes to retirement planning in recent years. One of the new provisions of the new legislation is the elimination of the “stretch IRA.” In today’s update, Beau explains the new rules and shows you how to work around the change.