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Roth Conversions and IRMAA

When I consider doing Roth conversions, how much attention should I be paying to the IRMAA numbers?

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1 year, 3 months ago

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Tax-Deferred 401(k) Problem

Should I just drain my tax-deferred funds between 61 and 70 (storing the excess in a brokerage account) before I reach RMD age or just bite the bulle…

1 year, 3 months ago

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Feeling the Financial Pinch

After a move, a house purchase, and two career pivots, we're feeling the pinch when it comes to our finances. Should we make some adjustments?

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1 year, 3 months ago

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When to Take Social Security?

My husband is in good health, but he was adopted and we have no knowledge of his family history. Do you have a recommendation for when he should star…

1 year, 3 months ago

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Consumers Unnerved by Possible Tariffs

The best news for the U.S. economy right now is the labor market's consistent growth, but what's worrisome is President-elect Trump's proposed tariff…

1 year, 3 months ago

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How to Retire Part Two

This weekend we're joined by Christine Benz, director of personal finance and retirement planning for Morningstar and author of the recently released…

1 year, 3 months ago

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How to Retire Part One

This weekend we're joined by Christine Benz, director of personal finance and retirement planning for Morningstar and author of the recently released…

1 year, 3 months ago

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Social Security Elimination

I work for the federal government and will be receiving a pension, but I also pay into Social Security and have never heard of a reduction in benefit…

1 year, 3 months ago

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Happy Thanksgiving!

Gobble, gobble, happy Thanksgiving from Jill and Mark!

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YouTube: @jillonmoney

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1 year, 3 months ago

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Trump’s Tariffs Threat

I joined CBS Mornings to discuss President-elect Donald Trump's proposed tariffs and what they could mean for consumers.

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1 year, 3 months ago

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