How Are Annuities Taxed? | Roth Conversion Alternative Addresses Long-Term Care | Four Financial Tasks to Finish 2024 Strong

Three Things to Do With Your Raise | Check Off These Financial Tasks to Finish 2024 Strong | How Are Annuities Taxed? Created for {EMAIL} | [Web Version]( July 24, 2024 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [X]( [Building Wealth]( [Youtube]( [Building Wealth]( [SIGN UP]( ⋅ [WEBSITE]( [] Financial Planning [] [Three Things to Do With Your Raise]( [Three Things to Do With Your Raise]( (Getty Images) Financial planner Andrew Rosen isn't saying you shouldn't spend it on a new car, but there are some considerations to guard against lifestyle creep and to help [ensure a comfy retirement](. [] Personal Finance [] [Check Off These Financial Tasks to Finish 2024 Strong]( [Check Off These Financial Tasks to Finish 2024 Strong]( (Getty Images) The new year is a popular time to set financial goals, but now is the ideal time to check how you're doing. Attorney and financial professional Daniel Razvi suggests four tweaks that could [make a big difference](. [Your IRA, made to order]( Choose where and when you want to retire, and a Betterment IRA can help make your money hustle all the way there. [Learn More]( ADVERTISEMENT [] Annuities [] [How Are Annuities Taxed?]( [How Are Annuities Taxed?]( (Getty Images) Annuities offer powerful tax advantages and have a few pitfalls (that are avoidable). Here's [how to cut your taxes]( and avoid surprises, according to financial professional Ken Nuss. Featured Content Sponsored Content from Kiplinger Advisor Collective [Expand Your Influence in the Financial Industry]( Join the Kiplinger Advisor Collective: the ultimate platform for financial experts. Network, build your brand, and share your expertise with readers. [Inquire Now]( [] Retirement Planning [] [Retirement Income Should Depend on Math, Not the Market]( Dividing your assets into three different buckets -- safety, income and growth -- can help protect you from inevitable market downturns. Investment adviser Brandon Domenick goes into the details. [Read More]( [7 Secrets About Hiring a Financial Advisor]( Working with a financial advisor can be a crucial part of any healthy retirement plan. But choosing the wrong one could wreak havoc. Check out these 7 secrets comfortable retirees know about hiring an advisor, so you can work to potentially save years of stress. [See the list]( ADVERTISEMENT [] Saving for Retirement [] [Roth Conversion Alternative Addresses Long-Term Care]( Financial adviser José Echeverri shares some strategies for utilizing whole life or indexed universal life policies as an alternative to Roth IRA conversions. [Read More]( [A Tech Stock That is Competitive with Chat GPT]( The AI market is projected to soar from $200 billion in 2023, to a staggering $1.8 trillion by 2030, and this company stands to capitalize on substantial growth opportunities. 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