Vinci Compass Investments (VINP) Insider Trading & Ownership

Considering a Roth conversion after 60? The upside includes no income limits on conversions, potential tax-free qualified withdrawals, and no lifetime required minimum distributions. The catch: converting triggers ordinary income tax in the year you convert, and the decision cannot be reversed. The right move depends on your income, tax bracket, and retirement timeline.

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.

Having $2.5 million saved puts you ahead of most Americans, but how long it lasts depends on the decisions you make with it. Using the 4% rule as a benchmark, that balance could translate to about $100,000 in year one, adjusted upward for inflation each year after. But the 4% rule has potential downsides and may not fit every portfolio. A financial advisor can help size and structure a retirement budget around your income sources, taxes, and goals. SmartAsset's free quiz matches nearly 50,000 people each month with vetted fiduciary advisors.