Monthly wealth stream

We’re 64 and Started Taking Social Security. Is It too Late for a Roth Conversion on $750k in IRAs? monthlywealthstream

A 64-year-old married couple looks over their financial plan for retirement. SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. If you’re nearing retirement and you have a sizeable IRA balance, you face some significant decisions surrounding required withdrawals and taxes. Converting a traditional IRA into a Roth […]

We’re 64 and Started Taking Social Security. Is It too Late for a Roth Conversion on $750k in IRAs? monthlywealthstream Read More »

Nancy Pelosi gets hip replacement after injury in Luxembourg monthlywealthstream

Nancy Pelosi delivers remarks at the Anti-Corruption Champions Award Ceremony at the Department of State in Washington, D.C, on Dec. 9, 2024. Celal Gunes | Anadolu | Getty Images Former House Speaker Nancy Pelosi received successful hip replacement surgery after being injured while traveling with a congressional delegation in Luxembourg, her office said Saturday. Pelosi,

Nancy Pelosi gets hip replacement after injury in Luxembourg monthlywealthstream Read More »

Palantir Stock Is Joining the Nasdaq-100 Index, and Super Micro Computer Is Being Booted: What Investors Should Know monthlywealthstream

Palantir Technologies (NASDAQ: PLTR) stock investors got some good news to start their weekends. On Friday at 8 p.m. ET, Nasdaq (NASDAQ: NDAQ) announced that the artificial intelligence (AI)-powered software company is being added to the Nasdaq-100 index. This move by Nasdaq — which owns and operates its namesake stock exchange and others — is part

Palantir Stock Is Joining the Nasdaq-100 Index, and Super Micro Computer Is Being Booted: What Investors Should Know monthlywealthstream Read More »

Roth conversions may suddenly seem like a bad idea, but here’s why retirees are still considering them monthlywealthstream

When you convert funds from an IRA or 401(k) to a Roth account, you have to pay income tax. – Getty Images With investment accounts about to end a very good year and current tax rates unlikely to change for a while, the case for paying taxes now to convert traditional IRAs and 401(k)s to

Roth conversions may suddenly seem like a bad idea, but here’s why retirees are still considering them monthlywealthstream Read More »

Don’t Forget About These 3 Required Minimum Distribution (RMD) Rule Changes From 2024 monthlywealthstream

Not knowing all these RMD details could cost you a lot in taxes. One thing that makes retirement accounts like a 401(k) or IRA extremely attractive is the tax advantages they offer. Instead of paying taxes upfront, you can defer those taxes well into retirement. That can give more people more money to save for

Don’t Forget About These 3 Required Minimum Distribution (RMD) Rule Changes From 2024 monthlywealthstream Read More »

Why this millennial couple regrets buying their first home monthlywealthstream

Robert Giametta, 33, and Christopher Luquer, 31, were living in a two-bedroom apartment in Kingston, New York, and paying $850 a month in rent when the covid-19 pandemic struck. Interest rates were low and “I thought if we don’t buy a house now then we probably won’t be able to buy one in the future.”

Why this millennial couple regrets buying their first home monthlywealthstream Read More »

The Nasdaq-100 Just Announced Its Latest Addition. The Stock Soared 1,090% Since Early Last Year, and It’s Still a Buy Heading Into 2025, According to a Certain Wall Street Analyst. monthlywealthstream

The Nasdaq Composite is one of the most widely followed stock indexes in the U.S. The tech-focused index tracks the performance of more than 3,000 stocks listed on its exchange. The Nasdaq-100 is a subset of the index, tracking the performance of approximately 100 of the largest non-financial companies on the Nasdaq stock exchange. To

The Nasdaq-100 Just Announced Its Latest Addition. The Stock Soared 1,090% Since Early Last Year, and It’s Still a Buy Heading Into 2025, According to a Certain Wall Street Analyst. monthlywealthstream Read More »

AMD Stock Will Soar Over the Next 8 Years. Here’s 1 Reason Why. monthlywealthstream

Advanced Micro Devices (NASDAQ: AMD) stock has sold off in recent weeks. Weak PC sales and worries about competition in the artificial intelligence (AI) accelerator market seem to have weighed on the stock. On the surface, one can see why AMD has struggled. Its $18 billion in revenue for the first nine months of 2024

AMD Stock Will Soar Over the Next 8 Years. Here’s 1 Reason Why. monthlywealthstream Read More »

Companies race to mitigate Trump tariff risk. How one iconic firm is adjusting monthlywealthstream

When Donald Trump clinched a decisive victory in the 2024 presidential election last month, Stanley Black & Decker executives knew they had a problem on their hands. In fact, as soon as the results were known, the tool company began having conversations with key channel partners on what to do next, CFO Patrick Hallinan said

Companies race to mitigate Trump tariff risk. How one iconic firm is adjusting monthlywealthstream Read More »