by Joe Allaria CFP®, MBA | Sep 21, 2020 | Article, Portfolio Management, Retirement Planning, Tax Planning
5 Ways to Get More Money in a Roth IRA Key Takeaways: If you’re eligible, the simplest way to add to a Roth IRA is to contribute from earned income, but higher income can limit or phase out direct Roth contributions. If you make too much to contribute directly, the...
by Joe Allaria CFP®, MBA | Aug 17, 2020 | Article, Portfolio Management, Retirement Planning
The 3 Biggest Surprises of Retirement Key Takeaways: Many retirees find they’re busier and more engaged at first, but a long-term plan matters because travel and hobbies can fade and leave a lifestyle void. Medicare at 65 often surprises people by being relatively...
by Joe Allaria CFP®, MBA | Jun 29, 2020 | Article, Portfolio Management, Retirement Planning
4 Sources of Income During Retirement Key Takeaways: Part-time work after you retire can meaningfully reduce how much you have to withdraw from your portfolio. Social Security can act like a retirement paycheck, but claiming at 62 permanently reduces your benefit, so...
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