When To Convert Your 401(k) Into a Roth IRA

To save for your retirement and secure your financial future, you’ve contributed to your 401(k) account at work for as long as you can remember. And ideally, you’ve also maximized the employer match program, too. Great work!

But now you’re about to retire, and you want to plan for your financial future. Part of that may involve figuring out what you’re going to do with your 401(k).

Of course, you can leave your 401(k) alone. It’ll likely grow over time—alongside the market.

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4 Things All Women Should Think About When Planning For Retirement

Planning for retirement is difficult for everyone. Women, however, have their own unique set of challenges. Statistically speaking, with lower wages, lower investment rates, unique insurance needs, and a longer life expectancy, planning needs to be done thoughtfully. Understanding each woman’s unique  challenges is necessary in creating a successful retirement plan.


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Succession Planning Best Practices for Retiring Small-Business Owners

You’ve spent your whole life working hard and building a business you’re proud of. You may want to have a robust retirement strategy that helps you enjoy the fruits of your labor when you’re ready to call it a career—and your business may be one of your most valuable assets.

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Financial Planning Tips for Retiring in Seattle

Seattle is a beautiful city with lots to do. No trip there would be complete without checking out the Space Needle, Pike Place Market, the Museum of Flight, and the Museum of Pop Culture (formerly the Experience Music Project). 

The city is surrounded by breathtaking natural beauty—with gorgeous places such as Mount Rainier, Olympic National Park, and North Cascades National Park beckoning your name. Seattle is also home to the Mariners and the Seahawks; there’s an NHL team coming to town beginning with the 2021-22 season as well. And although the SuperSonics left, you never know whether an NBA team will return to town!

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Awesome Budgeting Apps for Couples Planning for Retirement

In the age of technology, new solutions have disrupted everything from transportation (Uber) and entertainment (Netflix) to hospitality (Airbnb) and cloud computing (Amazon Web Services).

New solutions have also transformed the way we can manage our finances. In fact, a number of new apps and platforms have emerged in recent years with the hope of making our lives easier.

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