Roth IRA Benefits + 5 Year Rules
Roth contributions are accessible tax and penalty-free at any age and for any reason. However, earnings and conversions have a different set of rules to follow for the withdrawals to be considered a tax-free distribution. For a more detailed explanation, watch the...
Which is better? Lump sum or Dollar Cost Average $100k?
Which is better? Lump sum or Dollar Cost Average $100k? Investing a lump sum immediately has historically helped maximize returns, however I lay out a couple of scenarios where dollar cost averaging makes sense – Especially is you’re a more conservative...
Applying for Social Security benefits? Things to consider
Applying for Social Security benefits? Things to consider https://www.youtube.com/watch?v=ct__h3oZd_E&t=16sThere is no one-size-fits-all approach to collecting Social Security benefits. Everyone’s situation is unique, and what works for one person may not...
Thoughts on the Market
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