Should You Pay Off Your Mortgage in Retirement?
Bruce Helmer and Peg Webb will discuss factors you should consider when deciding when to pay off your mortgage.
The Costs of Moving in Retirement
Bruce Helmer and Peg Webb will discuss the costs you need to be aware of when if you relocate during retirement.
Insights from the Roundtable
Browse helpful financial articles, guidebooks and more from our Wealth Enhancement Group Roundtable team of specialists.
Three Ways the Shrinking U.S. Trade Deficit Should Prompt You to Rethink Your Portfolio
The narrowing of the U.S. trade deficit is an indicator of the future development of the world economy and has major impact on how you need to think about your portfolio.
Recent Caller Questions
How critical is the preservation of capital in the first few years of retirement?
When I pass, is there a step-up in basis for my assets inside of an IRA and 401k?
If a loved one has an established trust, will that avoid probate? If that trust has sizeable holdings, how would you recommend splitting those assets among three beneficiaries?
How to Benefit from New IRS Ruling on Roth Conversions
If I have after-tax money in a 401(k) [403(b), 457, etc.] can I convert that to a Roth IRA tax-free? Until recently, the general answer was no. Whenever an employer plan is directly converted to a Roth IRA, after-tax contributions were applied on a pro-rata basis to the distribution. Therefore, specifying that only the after-tax contributions be converted tax-free to a Roth IRA was not possible.
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About Wealth Enhancement Group
At Wealth Enhancement Group, we believe we offer a fundamentally different approach to planning for retirement. Our firm was founded on the belief that all hardworking individuals, families and business owners should have access to the same level of knowledgeable expertise, sophisticated strategies, dedicated resources and unparalleled service typically offered to the ultrawealthy, enabling you to relax and enjoy your life now and throughout retirement. Since the mid-1990s, we’ve based our organization on one principle: Do what’s right for the client. By putting you first, we seek to provide advice that is always in your best interest, and that your financial future is based on your values and goals.