News [searchandfilter id="11383"] Select horizontal Select card Season Three How Should I Adjust My Spending in Retirement to Stay on Track With... December 26, 2024 Season Three Should I Use My Hsa in Retirement? December 12, 2024 Season Three Should I Aim for a Zero Percent Tax Rate in Retirement November 27, 2024 Season Three How Big of a Deal Is the 529 To Roth Rollover? November 14, 2024 Season Three Should I Change Financial Advisors When I Retire? October 31, 2024 Season Three Should I Invest Differently in My IRA vs My Roth IRA? October 17, 2024 Season Three Should You Fix Missed RMDs? October 03, 2024 Season Three How Long Should You Plan to Live? September 19, 2024 Season Three What’s the Single Biggest Mistake Retirees Make? September 05, 2024 Season Two Should I Invest My IRA Money in My Business? August 08, 2024 Season Two Should I Give My IRA to Charity at Death? July 25, 2024 Season Two Should I Use a Roth IRA to Save for College Education? July 11, 2024 Season Two Should I Roll Over My 401K to My IRA if I’ve Been Laid... June 27, 2024 Season Two Should I Avoid Certain Investments in My IRA or Roth IRA? June 13, 2024 Season Two Should I Act Now Before TCJA Sunsets? May 30, 2024 Season Two Can I Trust the Government Roth? May 16, 2024 Season Two Should I Treat My Children Equally With My Inheritance? May 02, 2024 Season Two Should I Use the Still Working Exception? April 18, 2024 Season One Season 1 Finale and Recap March 30, 2023 Season One To Convert or Not To Convert Pt. 2 March 23, 2023 Season One To Convert Or Not To Convert Pt. 1 March 16, 2023 Season One Gifting Vs. Inheriting March 09, 2023 Season One Should I Downsize in Retirement? March 02, 2023 Season One Roth IRA vs. Roth 401k February 24, 2023 Season One SECURE Act 2.0 – Deal or No Deal? Pt. 2 February 16, 2023 Season One SECURE Act 2.0 – Deal or No Deal? Pt. 1 February 09, 2023 Season One Should I Borrow From My 401K? February 02, 2023 Season One Tax Diversification January 26, 2023 Season One 72(t) Payments, Yes or No? January 19, 2023 Season One Should I Own Cryptocurrency in My Retirement Account? January 12, 2023 1 2 Next