by lportee53 | Dec 11, 2025 | Retirement
Can I Create a Roth if I’m Over the Income Limit? Yes, you might be able to create a Roth individual retirement account (IRA) if you’re over the income limit. This strategy involves converting a traditional IRA to a Roth IRA. The idea, often referred to as a “backdoor...
by lportee53 | Oct 22, 2025 | Retirement
9 Facts About Social Security Social Security has been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you. The Social Security trust fund is...
by lportee53 | Sep 5, 2025 | Retirement
9 Facts About Retirement Regardless of how you approach retirement, there are some things about it that might surprise you. Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to...
by lportee53 | Jul 30, 2025 | Retirement
Women and Wealth: A Pivot Towards Retirement Retirement is a significant transition, and it can bring both challenges and opportunities for women who have spent many years focused on their careers. For women approaching retirement age, it is crucial to consider...
by lportee53 | Jun 25, 2025 | Retirement
Retirement Questions That Have Nothing to Do With Money Preparing for retirement is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here are some non-monetary factors to...
by lportee53 | Mar 20, 2025 | Retirement
Social Security Fairness Act’s New Chapter The Social Security Fairness Act, signed into law in December 2024, adjusts two longstanding provisions that previously reduced Social Security benefits for certain recipients: the Windfall Elimination Provision (WEP)...
