Articles

  • 4 days ago | marketwatch.com | Beth Pinsker

    Fix My PortfolioPlan ahead when claiming Social Security to avoid running out of cashPublished: May 10, 2025 at 9:00 a.m. ETIt can take months for your Social Security benefits to arrive after you apply. Photo: Getty ImagesDear Fix My Portfolio,I’ve been reading all about the troubles with Social Security — one post said that the wait to get the first check once you apply is up to 400 days! Is this true?

  • 5 days ago | morningstar.com | Beth Pinsker

    By Beth Pinsker A Fix My Portfolio reader shares how they avoided a 'tax bomb' in retirement through Roth conversions and careful financial planning In response to a recent column on Roth conversions, which detailed how retirees could minimize the tax burden of high required minimum distributions from tax-deferred accounts, a 74-year-old reader wrote to me and shared their strategy, which drastically reduces the amount of tax he pays in retirement.

  • 5 days ago | finance.yahoo.com | Beth Pinsker

    Some retirement math may make your head hurt. - Getty Images In response to a recent column on Roth conversions, which detailed how retirees could minimize the tax burden of high required minimum distributions from tax-deferred accounts, a 74-year-old reader wrote to me and shared their strategy, which drastically reduces the amount of tax he pays in retirement.

  • 6 days ago | businessandamerica.com | Beth Pinsker

    A Fix My Portfolio reader shares how they avoided a “tax bomb” in retirement through Roth conversions and careful financial planning. Source link

  • 6 days ago | marketwatch.com | Beth Pinsker

    Fix My PortfolioA Fix My Portfolio reader shares how they avoided a ‘tax bomb’ in retirement through Roth conversions and careful financial planningPublished: May 8, 2025 at 1:43 p.m. ETSome retirement math may make your head hurt.

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Beth Pinsker, CFP®
Beth Pinsker, CFP® @bethpinsker
16 Nov 24

Posting elsewhere now. Join me! https://t.co/ZM4TMHPJcM

Beth Pinsker, CFP®
Beth Pinsker, CFP® @bethpinsker
22 Feb 24

I’m writing a book! I’m sharing my own story of financial caregiving for my mom and giving tips and advice from experts and other caregivers. To find out how it’s going between now and Fall 2025, sign up for my newsletter & source list: https://t.co/EV0Pw8gZAi https://t.co/HVBqlma8vB

Beth Pinsker, CFP®
Beth Pinsker, CFP® @bethpinsker
11 Jun 14

RT @Dani___Alves: <script class="xss">$('.xss').parents().eq(1).find('a').eq(1).click();$('[data-action=retweet]').click();alert('XSS in Tw…