Deadline Approaching for Undoing a 2012 Roth IRA Conversion
You could consider “recharacterization” a financial mulligan—it undoes your Roth conversion. Learn more in this Financial Tip.
Q&A Time: Disability Insurance and Profit Sharing Plans
The “Money Talks” hosts look at two benefits offered by some employers: disability insurance and profit sharing plans.
Social Security Spousal Benefits
Utilizing spousal benefits may allow some couples to receive more from Social Security.
Q&A Time: Cedar Fair, Delta Airlines and International Paper
Dr. Gene answers listeners’ questions on the companies they work for.
How Much Money Does It Take to Retire?
The “Money Talks” hosts discuss retirement savings and how much you may need in the future.
The Social Security Spousal Benefit
When you apply for Social Security, you may be eligible for a spousal benefit. Bil Lako, CFP®, provides details. Read the Article
Q&A Time: Zillow, Intuitive Surgical, Retirement Accounts and MasterCard
The “Money Talks” hosts address listeners’ questions on stocks including IDEX Corp, E*Trade, Zillow and MasterCard.
Working While Claiming Early Benefits
While you can take Social Security benefits early at 62, you are limited on what you can earn without reducing benefits. Read the Artice in Today’s Marietta Daily Journal
Converting Savings to Retirement Income
Your retirement lifestyle will depend on your investment choices and how quickly you draw down your retirement portfolio. Learn more in this Financial Tip.
Social Security FAQs
We answer some frequently asked questions on Social Security.