TOP ARTICLES
Ask the Hammer: Can I Roll my SEP-IRA or My Rollover IRA into My Traditional IRA?
Jeffrey Levine, chief planning officer at Buckingham Wealth Partners, discusses in this Retirement Daily video whether a reader can roll a rollover IRA or SEP-IRA into a traditional IRA?
Tips for the Softer Side of Retirement Planning
The working years may be over, but retirement can be a time of stress not a time of bliss when partners have completely different ideas of what that next phase in their life will look like. Adviser Michelle Petrowski Buonincontri provides tips on how to prepare for this life changing event.
Ask Bob: Can I Get a Refund of IRMAA?
A reader is wondering if, having skipped their RMD in 2020, they can get a reduction in their Medicare premiums.
Take Some Chips Off the Table and Add them to Older Income FIAs
It's a great time to purchase or add funds to fixed income annuities as part of an overall retirement income plan given the continued escalating stock market highs, explains adviser Robert Klein.
Love It or List It
Amy Shepard of Sensible Money examines what to consider when deciding whether to relocate or renovate your home.
Ask the Hammer: Can I Deduct My Home Office?
Jeffrey Levine, chief planning officer at Buckingham Wealth Partners, discusses in this Retirement Daily video whether a reader can deduct their home office without raising an audit flag.
How REITs Can Produce Retirement Income
In this second article in a series about pass-through securities, investment analyst Ryan Giannotto examines REITs and their potential for retirees seeking income.
Selecting the Right Bond Funds for Your Portfolio
The role of bonds is just as important as the role of stocks for a successful investment experience, and even more important for some goals.
Ask Bob: When is the Best Time to Apply for Social Security Benefits?
A reader asks how to maximize her Social Security benefit.
How to Buy Life Insurance Inside Your Retirement Plan
Retirement Daily contributor Joe Stenken explains why purchasing life insurance with premiums using before-tax money provides a substantial cost advantage over life insurance purchased outside of a retirement plan.
Should You Invest in Crypto?
Dana Anspach of Sensible Money makes the case for some to invest a small percentage of assets in crypto.
Ask the Hammer: What Estate Planning Documents Does a 20-Something-Year-old Need?
Jeffrey Levine, chief planning officer at Buckingham Wealth Partners, explains which estate planning documents a 20-something-year-old needs.
Should I Invest When the Market Is High?
Adviser Kent Schmidgall offers insights into whether or not it may make sense to invest hard-earned dollars when the markets are high.
Ask the Hammer: Should My Parents Gift Me Money For a Down Payment or Loan Me the Money?
Jeffrey Levine, chief planning officer at Buckingham Wealth Partners, discusses in this Retirement Daily video what's better: a gift or a loan?
Inheriting Your Spouse's IRA - The Widow's Guide to Keeping More of Her Assets
The first year after the death of a spouse will be more tactical than strategic. Here are best practices for widows and their finances from Bill Harris, a regular contributor to Retirement Daily. We'll publish chapters regularly, starting here with the introduction and chapter one. We hope you enjoy!
Ask Bob: When Can I Do a Roth Conversion?
A reader asks about timing a Roth conversion with her monthly RMDs.
How to Determine Whether to Refinance Your Mortgage?
Mortgage rates are rising. But there’s still time to refinance your mortgage if you haven’t done so already, according to Dana Anspach, CFP®, RMA®, president and founder of Sensible Money.
Ask the Hammer: My Parents Helped Me Buy a Condo. How Do I Report This On My Tax Return?
How does an adult child who received financial help from his parents when he purchased a condo report this on his tax return?
Five Ideas for Your Tax Refund
A tax refund is a return of your money. Here are some tips on how to improve the results.