Retirement Savings and Investments

Roth conversions are a powerful tax planning strategy, but how do retirement savers actually use them? A recent survey of Boldin subscribers reveals that users are not only highly engaged in Roth conversion planning but also taking meaningful action based on Boldin’s tools and insights. The results show that 93% of respondents have used Boldin’s […]

Learn about the differences between stock market crashes, corrections, and secular bear markets. Plus: 14 tips for weathering these storms.

Here are 28 retirement investing tips from today’s greatest financial minds. Just one of these lessons might make your dream retirement a reality.

Understanding investment trends can help you refine your own strategy and stay ahead in the ever-evolving world of investing. Are you keeping up?

What is financial success? Gen Z says $9.5M! Boomers get by with $100K. See how generational money goals compare to reality and what’s needed to get by.

18 practical retirement income strategies: See what experts recommend and decide how to create a plan for your own lifetime wealth.

No one has a crystal ball, but leading economic indicators as well as unusual and personal economic indicators can help you assess the future and assist in financial decision making and planning.

It’s easy to overlook dumb spending, pay hidden fees, or get scammed. Avoid the most common ways people waste money and save more for your retirement.

Understand the basics of the federal debt ceiling and how to prepare for the X date and the financial fallout that may follow.

Learn about distribution rules for inherited IRAs and learn how to strategize your distributions for your financial goals.

The savings playbook is a methodology for determining the most impactful way to use your money. Check it out, #4 surprises people.

Find out why an investment policy statement will keep your financial goals on target and how to get one set up. Learn more now…

Don’t think you could possibly save more money for retirement? These tips will help you shift your mindset for a secure and happy future. Read now!

QCDs are a way to help great causes and those in need, but they are also a way to manage your tax exposure and avoid unpleasant surprises. 

Evaluate the pros and cons of different orders of accounts for withdrawals. See how to make smart decisions about your choices.

Learn about the ideal withdrawal rate and the 4% rule. Plus, understand a more personalized approach to retirement withdrawals.

Knowing how to invest for retirement can be complicated and it is not an innate skill. However, you can do it with these 7 simple tips.

This conversation with Ryan VanGorder covers alternative investments, private markets, diversification, and the evolving nature of liquidity.

If there ever was a million dollar question, it just might be: “how much is enough?” (Although, maybe in your case it would be a $50,000, $200,000, $500,000, $5 million or $10 million question.) At whatever value, the reality is that we all want to know how much savings or income we need and the […]

The ability to open a Solo 401k is a big perk for the self employed. Learn about 12 big advantages, including the huge contribution limits.

Policy expert, Andrew Biggs, discusses the so called “retirement crisis” and shares his thoughts on the solvency of Medicare and Social Security.

People often worry about the wrong things. You might be watching the stock market, but other metrics are significantly more important to most.

Is a retirement bucket strategy right for you? Learn how to calculate your buckets and model them in your financial plan.

Summary In this episode of the Boldin Podcast, Steve Chen interviews Robert Brokamp, a CERTIFIED FINANCIAL PLANNER™ professional and key figure at the Motley Fool. They discuss Robert’s journey in the financial sector, the valuable lessons he’s learned about financial planning, and the story behind the Motley Fool. They also touch on topics such as the […]