According to @Fidelity, Roth IRA conversions jumped 41% in the first quarter of 2026 compared with the same period last year. 📈 But before you convert, as @peter with @richonplanning exlplains to…
Roth conversions are gaining momentum, with @Fidelity reporting a 41% jump in conversions in the first quarter of 2026 compared to the same period last year. 📈 But a Roth conversion isn't right for…
Leaving the workforce early can give you more time to travel, relax, and enjoy life, but it can also introduce some major financial risks that are easy to overlook. In this interview, @Peter with…
Inheriting a traditional IRA can feel like a financial windfall, but it can also come with complicated tax rules and important decisions. Can you convert an inherited traditional IRA to a Roth IRA?…
7 Sept 2026
A rising market can make your retirement account balance look better than ever. But does a bigger portfolio automatically mean you're ready to retire? More Americans 55+ are leaving the workforce,…
When it comes to retirement planning, some of the biggest mistakes aren't caused by market volatility... they're caused by assumptions that sound true, but aren't always. To make sure you're not…
📊 For decades, bonds have been the go-to investment for managing risk. But is that still true in today's market? 📈 With inflation remaining elevated and interest rates potentially moving higher,…
Six years may sound like plenty of time, but the choices you make today can have a major impact on your retirement lifestyle tomorrow. 🌴💰 In this video, Peter with Richon Planning and Erin Kennedy…
A new study from the Center for Retirement Research at Boston College found that nearly 1 in 5 married couples aren't coordinating their retirement savings, and it could be costing them about $760…
What worked for your retirement plan years ago… might not be the best fit today. And making the wrong move could cost you. ⚠️ In this interview, Peter Richon with Richon Planning and Erin Kennedy…
