Search Results for: roth ira

…maybe you should do a Roth conversion, maybe you should step up your savings rate as you suggested, Peter. When we have a sense of crisis, action is always more…

…account, right? Peter: That’s right. You want to focus on asset location, which is where you put your assets. Take those bonds, put them in an IRA, a 401k where…

…had an inherited IRA from my father that had $6,000 in it. I was like, “They don’t want to be closing this account after my death and sending a death…

…paying down the mortgage, put the money in an IRA, even just build up your regular taxable account. Do all of these things rather than necessarily put the money in…

…take the time to check they have the right beneficiaries on their life insurance, they have the right beneficiaries on their IRAs and their 401ks, because those assets will pass…

…changes, you’re going to want to revisit some of those beneficiary designations. You do not want your ex-spouse to be inheriting your million dollar IRA. Peter: Yes, and those things…

…things that are possible. For example, Iran entering the conflict is something that a lot of people put at anywhere from 20% to 50%, depending on which strategist you want…