We’ve always found it odd that traditional retirement planning focuses on the probability of success or failure. The retirement planning industry has used this
A Roth conversion is the act of converting traditional IRA assets (or pre-tax 401k assets through a rollover IRA) to a Roth IRA. Any amount of IRA assets can be
For most financial advisors, retirement planning begins and ends with a “determination” of how much one can sustainably spend from their investment portfolio
New clients came to me recently feeling very proud they could craft a retirement spending plan budget (see our Insight entitled "How to Create a Retirement
On October 18, 2021, the first U.S. bitcoin-linked ETF (ticker: BITO) created by ProShares began trading, making trading access to cryptocurrency “investing”