James McGlynn CFA, RICPDec 31, 20212 minPaying Uncle Sam but not Aunt IRMAA-Lump Sum ConversionDec 31, 2021 AS THEY APPROACH retirement age, workers sometimes get to choose between a monthly pension and a lump-sum payout. It’s a...
James McGlynn CFA, RICPJun 6, 20203 minRoth AccountsFUNDING A ROTH—and enjoying tax-free growth—may not have been an option for many high-income baby boomers when they were working. But...
James McGlynn CFA, RICPJun 6, 20203 minWhere to save when just start workingWHEN I STARTED working fulltime in 1980, there were very few retirement savings vehicles available to the average worker. I remember...
James McGlynn CFA, RICPJun 6, 20204 minAs the Years Go By - Retirement planning from age 55-75YOU CAN THINK of retirement as having four phases. Want to make sure you make the right decisions at the right time? An age roadmap can...