Category: Retirement Plans

5 Giant Myths of Retirement Planning

Some myths become legend, and once they reach that level of status, it’s tough to shake them from their perch. The world of retirement planning is no different. These are five myths that still exist in retirement planning: 1. Don’t touch the principal — live off…

Beware Leaving a Roth for Heirs

Leaving money to children or other heirs through a Roth individual retirement account may sound like a great idea—the funds essentially can grow tax-free over your lifetime and theirs. But before you rush to convert all or part of a traditional retirement account to…