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Video 3 of actionable steps/strategies that you can control during the Covid-19 epidemic. Today’s strategy is called a Roth IRA conversion which is essentially converting a traditional IRA or a taxable IRA to a Roth IRA or a tax-free IRA.

Second in a series of things you can control during COVID-19; harvesting tax losses. If you have a taxable account, meaning not tax deferred like an IRA or a Roth IRA or a 401(k), you have the ability to harvest the loss in an account.

First video in a series of actionable strategies. We can’t control the pandemic, our economy, stock market, but there are some things that we can control. The first thing that I want to talk about is what is called Dollar Cost Averaging.

In 2008, the financial world was in a dark place. The markets were in the midst of the subprime crisis. The sell-off in equities was broad and brutal. At the depths of the decline, equity markets fell by over half. The news media...

First growth, then income. If you're like most investors, you want to achieve growth while you're working and income after you retire. But that doesn't necessarily make it smart to change your investment strategy when you retire by...

When you buy life insurance or an annuity, join an employer's retirement plan, or open an Individual Retirement Account, you'll be asked to designate a primary beneficiary to receive the proceeds or benefits at your death. Too often,...

How much money will it take for you to retire in style? Will $1 million do the trick? How about $5 million? Or perhaps you can get by on less.If the question leaves you scratching your head, you're not alone. Just 36 percent of...