HeyJaredMichele Cagan
- Indexed articles, last 90 days
- 3
- Latest publication
- Sep 25, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Jul 7, 2026
Latest articles
Ask an Advisor: Do I Need Multiple Financial Advisors or Can One Firm Handle Everything? (opens the original)
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Can one individual or organization cover my complete spectrum of financial concerns, including investment diversification and maximum returns, income tax optimization, required minimum distribution (RMD) management, and steady income cash flow? Is there a good way to survey fiduciary candidates and compare expertise, performance and costs? Navigating your finances can be tricky, and enlisting a professional can help you make the most of your money. Choosing a financial professional, however, can
Ask an Advisor: I'm 44 With $1M Saved. How Do I Start a Backdoor Roth IRA? (opens the original)
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SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. I'm 44 with $1 million in my 401(k), IRA and Roth IRA. Since my total household is above the threshold for investing in a Roth IRA, I have been considering employing the backdoor Roth IRA tactics. I left $700,000 in a 401(k) at my old employer. I am trying to strategize on "distributing" the old 401(k) balance into a traditional IRA while not exceeding my current tax bracket and couple that with a
Ask an Advisor: Does Converting $10k at a Time From My 401(k) to an IRA Make Sense in Retirement? (opens the original)
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I retired in 2022 at 62 years old. I have a $2,900 monthly pension and draw $1,900 per month in Social Security. I have $520,000 in my 401(k) and $24,000 in an IRA. I currently move $10,000 from my 401(k) to my IRA every time it increases $10,000 in value. Is it wise to do this or should I let the 401(k) grow until I have to take my mandatory RMD? The IRA is 100% cash and is used for emergencies only. I don't really have any large bills other than a HELOC and a car payment ($700 per month combin
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