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Brandon Renfro's articles predominantly focus on personal finance, particularly retirement planning and tax strategies. His coverage indicates a preference for investment analysis and how-to guides related to personal finance.
To effectively reach out to Brandon, consider offering expert insights or practical advice on retirement planning, tax strategies, or investment analysis aimed at financial advisors or individuals approaching retirement age. Additionally, pitches should align with the national scope of his coverage in the United States.
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By: Brandon Renfro
I want to do a Roth conversion from my traditional IRA in the amount of $250,000. It’s my understanding that I have to pay the income tax on the $250,000. Can that tax be paid from the funds in the IRA or do I have to pay the tax outside of the IRA? – Kevin […] The post Ask an Advisor: I’m Going to Do a Roth Conversion on $250k. Can I Use the Converted Funds to Cover the Taxes? appeared first on SmartReads by SmartAsset.
By: Brandon Renfro
I'm currently 40, and my existing 20-year term policy for $250,000 will expire at age 53. I also have about $100,000 in coverage through my employer, which I would lose if I switched jobs. My partner is disabled, unable to … Continue reading → The post Ask an Advisor: Do I Need More Life Insurance? I'm 40, My Partner's Disabled and I Can't Rely on My Current Life Insurance Policies Forever appeared first on SmartAsset Blog.
When it comes to managing your retirement savings, an indirect rollover is one of the tools available to you.
By: Patrick Villanova, Brandon Renfro
I am the president (and only employee) of my LLC. I currently have a SEP IRA, and I contribute the maximum amount annually.
By: Brandon Renfro
Is it best to work with an advisor who’s independent or part of a large firm? I am not investment savvy and I’m entering retirement. I need to make sure I hire someone or a firm that is going to help and maybe is somehow insured. -Sharon That's a great question, Sharon. I'll provide some […] The post Ask an Advisor: Is it Better to Work With an Independent Advisor or One From a Large Firm? appeared first on SmartReads by SmartAsset.
By: Brandon Renfro
Is it best to work with an advisor who's independent or part of a large firm? I am not investment savvy and I'm entering retirement.
By: Patrick Villanova, Brandon Renfro
If you've inherited an IRA from one of your parents, you may or may not have required minimum distributions (RMDs). Whether you do largely depends on when your parent passed away.
By: Brandon Renfro
I'm 72 years old and my wife is 70. Over the years, some of our financial decisions were not the best, but we have enjoyed 45 years together so
By: Brandon Renfro
Is it a viable plan to use my 401(k) for the eight years between retirement (age 62) and the max payout age for Social Security (age 70)? I have about $750,000 and I’m planning to take about $1,700 per month. I already have a pension of about $1,500 per month. –Lynne Waiting to file for […] The post Ask an Advisor: Should I Delay Social Security and Rely on My 401(k) for 8 Years? I Have $750k in Savings and a Pension appeared first on SmartReads by SmartAsset.
By: Brandon Renfro
I'm trying to nail down what metrics I should use to evaluate how well my retirement account is being managed. I've vetted the company that "actively" manages my account. I have $1.5 million invested in a 50/50 mix of stocks … Continue reading → The post Ask an Advisor: I Have $1.5M Invested With My Advisor and I Pay a 0.75% Fee. How Do I Know If I'm Getting the ‘Best Bang for My Buck?' appeared first on SmartAsset Blog.
