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How To Retire At 55 With $1 Million
by
Doug Carey, CFA
President
WealthTrace
People approach retirement planning in a number of ways. Sometimes a retirement plan starts with a single, high-level goal. "I want to retire with $1 million," for example, or (and this is a better way of thinking about it), "I want to retire with enough money invested that will generate $75,000 a year."
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How Much Should I Have In My 401(k)?
by
Doug Carey, CFA
President
WealthTrace
How much money should you have in your 401(k)? It's a tough question.
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Investment Management Software For The New Era
by
Doug Carey, CFA
President
WealthTrace
Times are good for the budget conscious and for those who like to track their investments' every move. There are tons of options--many of them free, many of them mobile-friendly--available for keeping tabs on your inflows, your outflows, and your investments. It really never has been easier to keep track of saving and spending.
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The Most Accurate Roth Conversion Calculator You’ll Find
by
Doug Carey, CFA
President
WealthTrace
Does it make sense to convert your traditional IRA to a Roth IRA? If so, when, and over what period of time?
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The Effects Of Inflation On Your Investments Are Worse Than You Think
by
Doug Carey, CFA
President
WealthTrace
Most of us know that inflation means prices are generally rising and most of us take it as a given that inflation will occur pretty much every year. But what many don’t know is how big of an impact inflation can have on one’s retirement plan.
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