by Retirement Road | Jan 9, 2025 | Home Stretch, Second Leg
2 Protecting Your Home from Title Theft – Your home is more than just a place to live—it’s one of your most valuable investments and a cornerstone of your financial security. But what if someone could fraudulently claim ownership of it without your knowledge?...
by Retirement Road | Dec 30, 2024 | First Leg, Home Stretch, Packing, Second Leg
When thinking about the top risks for investors in 2025, when they are always not the most obvious, we need to look at what is possible even when we can’t see them coming. Tail risks are a form of portfolio risk that arise in the chance of a loss occurring due...
by Retirement Road | Nov 19, 2024 | Second Leg
By the time retirement rolls around, many people have built up substantial equity in their homes. This equity can be a valuable resource in retirement, and there are several ways to make the most of it: 1. Paying Off Your Mortgage The first and most common way to make...
by Retirement Road | Sep 22, 2024 | Home Stretch, Second Leg
All annuities are issued by insurance companies. The primary two agencies that rate the claims-paying ability of life insurance companies are AM Best and Standard and Poor’s. Their rating categories are as follows: AM...
by Retirement Road | Sep 22, 2024 | Second Leg
When thinking about alternative investments in retirement, retirees first need to consider if they have the necessary assets and if they need liquidity. In recent years, investors have witnessed the influx of alternative investments for certain accredited investors....
by Retirement Road | Sep 22, 2024 | Second Leg
If you’re like most people, you’re probably looking for ways to reduce your tax burden in retirement. Using Roth Conversions (also known as a backdoor Roth) is one strategy that can help is to convert your traditional IRA or 401(k) to a Roth IRA. By doing...
