Not enough data
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.
This information evolves through artificial intelligence and human feedback. Improve this profile .
By: Brandon Renfro
While I can understand that a financial advisor’s life is private, is there a “proper way” to ask your advisor to invest your money in the same things he or she invests in? My feeling is that either both you and the advisor will come out smelling like a rose … or both of you are […] The post Ask an Advisor: Can I Tell My Advisor to Mimic His Portfolio? We’ll Both ‘Smell Like a Rose or Go Down Like the Titanic’ appeared first on SmartReads by SmartAsset.
By: Brandon Renfro
I’m 69 and began to collect Social Security when I hit my full retirement age in April 2021, but I’m still working fulltime and making a good income. My salary is 2.5 times what I was making four years ago. Social Security has annually adjusted my monthly check every April based on my increased earnings […] The post Ask an Advisor: I Kept Working After Claiming Social Security. Will a Recent Raise Increase My Benefits? 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. 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
I have an inherited IRA from a 90-year-old sister who had begun distributions before her death. I don’t need or want her distributions yet. Is there a more practical way I can currently avoid the distribution taxes on these funds without adding her distributions to mine until later? I am 86 and currently taking my […] The post Ask an Advisor: Can I Avoid Taxes on an IRA I Inherited From My Sister? I Don’t Need or Want Her Distributions Yet appeared first on SmartReads by SmartAsset.
By: Brandon Renfro
For our initial consultation with a financial planner, they are asking for documents that include mortgage debt and the worth of all our real estate. When I call and speak to my mortgage company, what kind of information do I … Continue reading → The post Ask an Advisor: What Documents Should I Bring to My First Meeting With a Financial Advisor? appeared first on SmartAsset Blog.
By: Brandon Renfro
Which professional do I need for the tax calculation of a Roth conversion? A CFP, financial advisor or tax preparer? I’ve reached out to tax preparers before but they seemed to have no idea what I was talking about. My income right now is very low so I would like to take advantage of this […] The post Which Professional Do I Need for the Tax Calculation of a Roth Conversion? A CFP, Financial Advisor or Tax Preparer? appeared first on SmartReads by SmartAsset.
AI has brought institutional-level data analysis and portfolio management tools within reach of investors at a fraction of the cost.
My wife and I are 30 and 34. We have $950,000 in Roth IRAs, $900,000 in mutual funds and five-year CDs and we own our home worth $600,000.
How do I know which of my investments are better off in my IRA, Roth IRA or brokerage account? -Peter It’s great that you’re considering this – many people overlook the importance of where to hold different investments. Often, this is due to a lack of awareness about how significantly it can impact overall returns. […] The post Which Investments Are Better Off in My IRA vs. Roth IRA vs. Brokerage Account? appeared first on SmartReads by SmartAsset.
By: Brandon Renfro
My wife is currently working and has a traditional IRA with approximately $350,000 to $400,000. She is almost 65 but not looking to retire anytime soon. Should she roll over her IRA and take a tax hit and open a Roth IRA? I’m not sure if this is a smart move at this time in […] The post Ask an Advisor: Should My Wife Convert her $350k-$400k to a Roth IRA? She's 65 But Isn't Retiring Anytime Soon appeared first on SmartReads by SmartAsset.
