Should Retirees Sell Stocks, Move to Cash?
If we think that the stock market is overvalued right now, doesn’t it make sense to sell some stocks and move that money to cash?
The Best Interest » Archives for 2025 »
2025
About That “Free” Steak Dinner…
Should I use an annuity to execute a tax-free Roth Conversion? That’s what they told me at the free steak dinner…
10% Returns? What Should I Use For My Retirement Plan?
Should you assume 10% returns from the stock market – or something else – when projecting out your retirement plan?
The 4% Rule, 4.7% Rule…We Need To Rethink All of Them
We must zoom out and revisit first principles. How did we get here? We’ll gain a broader understanding of how to effectively apply the 4% rule (or another withdrawal rate) to our retirement scenario.
I’ll Inherit Big Money Someday. What Do I Change Now?
Considering the number of uncertainties about these future inheritances, how do we adjust our financial plans today?
Spouses, Survivors, and Exes: Your Relationships Affect Social Security
If you are (or were) married, what do you need to know about the special Social Security benefits that affect your retirement plan?