TOP ARTICLES

Ask the Hammer: Jeffrey Levine of Buckingham Wealth Partners answers Retirement Daily reader questions.

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

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!

timing of roth conversion

Ask Bob: When Can I Do a Roth Conversion?

A reader asks about timing a Roth conversion with her monthly RMDs.