Month: September 2018

10 Best Things to Keep in a Safe Deposit Box

As digital records and cloud storage become the norm, the stodgy safe deposit box is under threat to join our growing list of things that will soon disappear forever. “They’re probably going to be extinct at some point,” says Michele Awash, a certified…

Is There a Right Way to Make a Roth Conversion?

Converting some of your traditional IRA funds into a Roth can be a great strategy as you approach retirement. But be careful about how you incorporate such a move into your retirement withdrawal plan.

How to Shop for an Immediate Annuity

These annuities guarantee steady retirement income for life, but just how much you collect depends on your age when you invest.