Couple Retires By Mid-30s

What’s your definition of “early” retirement? Sixty? Fifty-two? A California couple recently retired in their mid-30s with $1 million in the bank, according to a story in Forbes magazine.  That remarkable accomplishment would be difficult for most of us to replicate. I know I couldn’t do it — not with four kids! The couple, Travis […]

Roth Conversions: a smart tax move, or an expensive mistake?

A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.