Arturo Conde on Muck Rack

Arturo Conde

Verified
New York
As seen in: SmartAsset, MSN, Yahoo Entertainment, Yahoo News, ABC News, Aol, NBC News, NBC News Latino, Yahoo Finance, MDPI, TODAY and
Journalist. Managing Editor @SmartAsset. Former editor: @CallistoMedia, @TheBalance. Ex director @NACLA. Galician, Spanish and Latinx. Alum @Columbiajourn.
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Articles by Arturo Conde

I Have $100,000 Left to Invest in Retirement. Here’s Where I’m Putting It (and What I’m Avoiding).

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By Arturo Conde Verified
| SmartAsset
At this stage of life, you don’t want to gamble the $100,000 you spent decades building. But you also know it’s quietly losing ground to inflation just sitting there. So you do nothing, only to realize that this decision also carries its own set of risks. Here’s where you could put that money to work without taking unnecessary risk. Even with a modest 2.5% annual inflation rate, $100,000 today would still need to grow to $128,008 over the next decade just to maintain the same purchasing power.
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Steepening Yield Curve: Types and Uses for Investors

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By Lena Borrelli, Arturo Conde Verified
| SmartAsset
Bond investors pay close attention to the shape of the yield curve because it can offer clues about where interest rates and the economy may be headed. A steepening yield curve can signal changing expectations for economic growth, inflation or Federal Reserve policy. While it is not a guarantee of what comes next, it can help investors evaluate interest-rate risk and make more informed portfolio decisions.
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How Can a Financial Advisor Help With a Car Loan?

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By Mo Mozuch Verified, Arturo Conde Verified
| SmartAsset
You’ve found the perfect car. The salesperson is talking numbers. But somewhere between the test drive and the financing office, a five-year commitment starts to feel like a quick decision. It’s a big decision, too. The monthly payment alone can cost you thousands of dollars in interest you never saw coming. While most people don’t think to involve a financial advisor in a car purchase, the right guidance can help. You’ll need to set a realistic budget and compare loan offers wisely.
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Is a Revocable Trust a Grantor Trust? IRS Tax Rules

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By Mo Mozuch Verified, Arturo Conde Verified, Michele Cagan
| SmartAsset
Many people create revocable living trusts to avoid probate and simplify the transfer of assets. However, few understand how the IRS treats these trusts. One of the most common questions is whether a revocable trust is considered a grantor trust, and in most cases the answer is yes. That distinction determines who pays income taxes during the grantor’s lifetime and how the trust is taxed after death.
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When Do Dependents File Taxes? Rules and Triggers

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By Becca Stanek Verified, Arturo Conde Verified, Michele Cagan
| SmartAsset
SmartAsset maintains strict editorial integrity. It doesn’t provide legal, tax, accounting or financial advice and isn’t a financial planner, broker, lawyer or tax adviser. Consult with your own advisers for guidance. Opinions, analyses, reviews or recommendations expressed in this post are only the author’s and for informational purposes. This post may contain links from advertisers, and we may receive compensation for marketing their products or services or if users purchase products or services.
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I’m 59 With $1.3 Million and Ready to Quit. One Expense Nobody Budgets For Almost Stopped Me Original

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By Arturo Conde Verified
| SmartAsset
If you’re ready to retire early, one overlooked expense could determine whether you can actually afford to leave work. Here is an example of a 59-year-old with $1.3 million in savings who thought retirement was within reach until this expense changed the math. The expense that changed everything was health insurance. For many people, Medicare doesn’t begin until age 65. So, if you retire at 59, that leaves six years when you’ll likely need to buy health insurance on your own.
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My Advisor Charges ‘Just 1%.’ On My $900k Portfolio, That’s $250,000 Over 20 Years.

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By Arturo Conde Verified
| SmartAsset
If your advisor charges “just 1%,” that may not sound like much, especially when you don’t get frequent notifications. But that’s exactly the problem: When advisory fees are deducted directly from your investment account, the true cost can be easy to miss. And over time, that small percentage could add up to a large number that might have otherwise helped you pay for something else. Next Steps: Financial planning can be overwhelming. We recommend speaking with a financial advisor.
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Earn Over $150k? The IRS Just Changed Where Your 401(k) Catch-Up Money Has to Go

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By Arturo Conde Verified
| SmartAsset
For high earners over age 50, a retirement-saving strategy that was available for years may now be off the table. Depending on your income, you may have to make catch-up contributions to a Roth account instead of a traditional 401(k). And this change could affect your tax bill today and your retirement savings later. Starting in 2026, a key provision of the SECURE 2.0 Act changes how certain workers make 401(k) catch-up contributions.
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What Is a Prediction Market: Uses and Examples for Investors

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By Mo Mozuch Verified, Arturo Conde Verified
| SmartAsset
SmartAsset maintains strict editorial integrity. It doesn’t provide legal, tax, accounting or financial advice and isn’t a financial planner, broker, lawyer or tax adviser. Consult with your own advisers for guidance. Opinions, analyses, reviews or recommendations expressed in this post are only the author’s and for informational purposes. This post may contain links from advertisers, and we may receive compensation for marketing their products or services or if users purchase products or services.
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Gold Hedge Against Inflation: Pros, Cons and Alternatives

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By Mo Mozuch Verified, Arturo Conde Verified, Tanza Loudenback Verified
| SmartAsset
SmartAsset maintains strict editorial integrity. It doesn’t provide legal, tax, accounting or financial advice and isn’t a financial planner, broker, lawyer or tax adviser. Consult with your own advisers for guidance. Opinions, analyses, reviews or recommendations expressed in this post are only the author’s and for informational purposes. This post may contain links from advertisers, and we may receive compensation for marketing their products or services or if users purchase products or services.
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Publicly Traded REITs: How They Work, Taxes and Examples

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By Becca Stanek Verified, Arturo Conde Verified
| SmartAsset
SmartAsset maintains strict editorial integrity. It doesn’t provide legal, tax, accounting or financial advice and isn’t a financial planner, broker, lawyer or tax adviser. Consult with your own advisers for guidance. Opinions, analyses, reviews or recommendations expressed in this post are only the author’s and for informational purposes. This post may contain links from advertisers, and we may receive compensation for marketing their products or services or if users purchase products or services.
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Tax Professional for LLC: Services and Examples

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By Becca Stanek Verified, Arturo Conde Verified, Michele Cagan
| SmartAsset
Running an LLC offers flexibility and liability protection. But alongside those benefits comes a layer of complexity that can catch even seasoned business owners off guard. From choosing a tax classification to tracking deductions to navigating filing deadlines, there is a lot to keep track of. And the wrong move can cost you thousands of dollars or trigger unwanted IRS attention. That’s where the right tax professional comes in.
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Thrift Savings Plan (TSP) Matching: Rules, Tiers and Examples

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By Lena Borrelli, Arturo Conde Verified
| SmartAsset
The Thrift Savings Plan (TSP) is the federal government’s defined contribution retirement plan. It is available to federal civilian employees under the Federal Employees Retirement System (FERS). It also includes the Blended Retirement System (BRS), which covers members of the uniformed services. For its participants, the government’s matching contributions represent a significant addition to retirement savings. They are often described as free money that compounds over an entire career.
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Foreign LLC: Uses, Requirements and Examples

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By Becca Stanek Verified, Arturo Conde Verified
| SmartAsset
Expanding a business into another state can create new opportunities, but it may also come with legal and administrative requirements that many business owners overlook. One of the most important is foreign LLC registration, which allows a company formed in one state to legally operate in another. Despite the name, a foreign LLC has nothing to do with international business.
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I’m 64 With $720k in My 401(k) and $1,900 a Month From Social Security. What Can I Actually Spend? Original

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By Arturo Conde Verified
| SmartAsset
What can I actually spend each month without running out of money? This is one of the most important questions that retirees ask. And one of the hardest to answer. Many people rely on rough estimates, but guessing wrong early in retirement can cost you big for decades. A $720,000 401(k) is a lot of money. But the balance matters less in retirement than the income it can provide.
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SpaceX IPO: Valuation, Timeline and Investment Options Original

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By Mo Mozuch Verified, Arturo Conde Verified
| SmartAsset
For more than two decades, SpaceX built rockets, launched satellites and rewired the economics of space travel entirely outside public markets. That changed on June 12, 2026, when the company completed the largest IPO in history, opening ownership to everyday investors for the first time. Here’s a closer look at SpaceX’s valuation, business model, risks and investment potential.
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A Couple Can Convert $133,000 a Year to a Roth at About 9%. Here’s How

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By Arturo Conde Verified
| SmartAsset
Many retirees overlook one of the best tax-planning windows in their financial lives: the years between retirement and required minimum distributions (RMDs). During this period, you may be able to convert traditional IRA assets to a Roth at relatively low tax rates before RMDs increase your taxable income. Here’s why timing matters. A financial advisor can help you make the most of a low-tax window before RMDs begin.
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Anthropic IPO: Expected Valuation, Timeline and Investment Options

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By Mo Mozuch Verified, Arturo Conde Verified
| SmartAsset
SmartAsset maintains strict editorial integrity. It doesn’t provide legal, tax, accounting or financial advice and isn’t a financial planner, broker, lawyer or tax adviser. Consult with your own advisers for guidance. Opinions, analyses, reviews or recommendations expressed in this post are only the author’s and for informational purposes. This post may contain links from advertisers, and we may receive compensation for marketing their products or services or if users purchase products or services.
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OpenAI Stock IPO: Expected Valuation, Timeline and Investment Options

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By Mo Mozuch Verified, Arturo Conde Verified
| SmartAsset
OpenAI, the company behind ChatGPT, confidentially filed an S-1 registration statement with the SEC on May 22, 2026. This formally begins its process of going public. CNBC reported that Goldman Sachs and Morgan Stanley are leading the deal, with the company targeting a public debut “as soon as the fourth quarter” of 2026.
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Opening an IRA? The Costly Mistake That Leaves Your Money Earning Nothing Original

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By Arturo Conde Verified
| SmartAsset
Gen Z is the youngest generation of workers and they are now out-saving every older age group. They started earlier than Boomers, Gen X and even Millennials. Many are still early in their careers and underpaid, yet they have leaned into one advantage that older savers often overlook. If you are not using it too, you may be further behind than you think. A financial advisor can help you take advantage of overlooked savings strategies.
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The $45,000 Line: This New Plan Protects Lower Earners But Caps COLA for Everyone Above It

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By Arturo Conde Verified
| SmartAsset
Every year, your Social Security check gets a small raise to keep pace with inflation. And right now, every retiree gets the same percentage, top to bottom. But a recent proposal could change that for some people. If your annual benefit sits above a certain line, your yearly increase could get cut. The question worth asking: Where is that line? A financial advisor can help prepare your retirement plan for a potential benefit reduction.
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How to Do a Backdoor Roth Conversion: Caps, Steps and Examples Original

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By Mo Mozuch Verified, Arturo Conde Verified, Michele Cagan
| SmartAsset
A backdoor Roth IRA allows high-income earners to move money into a Roth IRA. It is a simple two-step strategy that works because, while the IRS sets income limits on direct Roth IRA contributions, it sets no income limits on Roth IRA conversions. Anyone whose modified adjusted gross income (MAGI) is too high can still gain access to Roth-style tax treatment this way.
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Tax-Loss Harvesting: Investment Benefits and Strategy Tips

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By Mo Mozuch Verified, Arturo Conde Verified, Michele Cagan
| SmartAsset
Tax-loss harvesting involves two steps. First, you sell investments at a loss to offset capital gains or a portion of ordinary income. Then, you reinvest the proceeds in a similar but not identical position to keep your portfolio working. The reinvestment step distinguishes it from simply selling at a loss. It preserves your long-term investment strategy while capturing a tax benefit.
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Five C’s of Credit: Definitions, Uses and How to Improve Them

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By Mo Mozuch Verified, Arturo Conde Verified
| SmartAsset
Before approving a loan or line of credit, lenders use a framework to evaluate a borrower’s creditworthiness. The five C’s of credit (character, capacity, capital, collateral and conditions) help lenders gauge how likely a borrower is to repay what they owe. Once you know how to measure each factor you can improve your approval odds. This helps you qualify for larger loans and secure more favorable interest rates.
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Debt Management Plan: Pros, Cons and Alternatives Original

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By Lena Borrelli, Arturo Conde Verified, Tanza Loudenback Verified
| SmartAsset
Rising credit card balances and high interest rates can make it difficult to keep up with monthly payments, especially when juggling multiple debts simultaneously. A debt management plan (DMP) offers a potential solution by consolidating payments into a structured repayment program that reduces interest charges and simplifies budgeting.
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Ancillary Benefits: Examples and Individual Alternatives

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By Mo Mozuch Verified, Arturo Conde Verified
| SmartAsset
Health insurance and retirement plans are often the first benefits employees consider. However, many workplace perks extend far beyond basic coverage. Ancillary benefits like dental insurance, disability coverage, life insurance and wellness programs can provide valuable perks. They help protect your finances, reduce out-of-pocket expenses, and provide added peace of mind during unexpected situations.
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High Net Worth Investment Management: Services and Examples

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By Mo Mozuch Verified, Arturo Conde Verified, Tanza Loudenback Verified
| SmartAsset
Managing significant wealth involves more than picking the right investments. High-net-worth investors often deal with tax strategies across multiple accounts, estate planning, concentrated stock positions and access to private markets, all at the same time. High-net-worth investment management brings these pieces together through customized portfolios, comprehensive planning and a team-based approach built around each client’s financial situation.
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Joint Bank Accounts: Pros and Cons for Unmarried Couples Original

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By Mo Mozuch Verified, Arturo Conde Verified
| SmartAsset
Sharing finances can be a major step for unmarried couples, especially when it comes to opening a joint bank account. While a shared account can simplify budgeting, it can also create financial and legal complications. Couples should understand the benefits, risks, and alternatives to joint accounts. Then they can decide how to manage money together while protecting their individual financial interests.
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$10,000 Invested in Apple Stock 20 Years Ago: How Much Is It Worth?

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By Becca Stanek Verified, Arturo Conde Verified
| SmartAsset
If you invested $10,000 in Apple stock on May 18, 2006, that investment would be worth approximately $1.32 million as of May 2026. This calculation is based on Apple’s share price of $297.84 as of May 18, 2026, and its May 18, 2006 closing price of $2.26. You should note that this figure reflects price appreciation alone and does not assume dividends were reinvested.
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Personal Loan vs. Credit Card: Types of Credit, Rates and Payments

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By Becca Stanek Verified, Arturo Conde Verified, Tanza Loudenback Verified
| SmartAsset
Personal loans and credit cards are both common ways to borrow money, but they work differently and carry very different costs. A personal loan gives you a fixed amount upfront with a set repayment schedule and a predictable monthly payment. A credit card gives you a revolving line of credit you can draw on repeatedly, with a minimum payment that changes based on your balance.
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How to Build a Retirement Investment Plan: Strategies and Steps Original

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By Mo Mozuch Verified, Arturo Conde Verified, Tanza Loudenback Verified
| SmartAsset
A retirement plan that needs to last 30 or more years can succeed or fail based on its structure. Account types, contribution levels, asset allocation, tax treatment and withdrawal sequencing will determine how much you keep, how long it lasts and how much goes to taxes. That is why the decisions you make when setting up a retirement investment account now will compound over decades in ways that may be difficult to fix later. Here are five general steps to help you get started.
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Statutory Durable Power of Attorney: Uses and Requirements

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By Lena Borrelli, Arturo Conde Verified, Tanza Loudenback Verified
| SmartAsset
A statutory durable power of attorney authorizes someone you trust to manage your financial affairs if illness, injury or cognitive decline makes it impossible for you to do so yourself. Without one, family members may face court proceedings just to access accounts or pay bills, and those proceedings take time that a financial emergency rarely allows. Here’s a breakdown of the uses and requirements.
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Bunching for Charitable Donations: Tax Strategy and Examples

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By Mo Mozuch Verified, Arturo Conde Verified, Michele Cagan
| SmartAsset
Giving to charity can support causes you care about, but it does not always translate into meaningful tax savings. That is why some households use a strategy called charitable donation bunching, which involves combining several years of donations into one tax year to potentially unlock larger deductions.
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Intestate Probate Process: Rules, Examples and Steps

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By Becca Stanek Verified, Arturo Conde Verified
| SmartAsset
4:59 PM When a loved one passes away without a will, their estate doesn’t simply transfer to the people they cared about most. Instead, it enters a court-supervised process called intestate probate, where state law decides who inherits what. This default system can produce surprising and sometimes unwelcome outcomes. It can leave long-term partners with nothing, divide assets among distant relatives or send property to the state if it cannot find any heirs.
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Dos jornadas de urbanismo en Galicia

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By Arturo Conde Verified
| Dialnet - Universidad de La Rioja
IdiomacatalàDeutschEnglishespañoleuskarafrançaisgalegoitalianoportuguêsromână
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Real Estate Asset Classes: Types, Benefits and Risks Original

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By Lena Borrelli, Arturo Conde Verified
| SmartAsset
Real estate has long been a cornerstone of wealth building and options have expanded far beyond rental properties. Today, investors can access apartment buildings, office space, data centers, life sciences facilities and cell tower infrastructure. Each investment has its own risk profile, return potential and place in a portfolio. Knowing the differences between each could help you avoid costly mistakes for your portfolio.
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Micro Retirement: Definition, Benefits, Drawbacks and Taxes Original

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By Mo Mozuch Verified, Arturo Conde Verified, Tanza Loudenback Verified
| SmartAsset
A micro retirement is an intentional, extended career break taken mid-career rather than waiting until traditional retirement age. Unlike standard vacation time, these breaks typically last from a few weeks to a year, are usually unpaid, and are self-funded and self-directed rather than provided by an employer.
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Private Market Investing: Types, Opportunities and Risks Original

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By Becca Stanek Verified, Arturo Conde Verified
| SmartAsset
Private markets, once reserved for large institutions and the ultra-wealthy, are becoming more accessible to individual investors. These investments offer exposure to startups, real estate projects and privately held companies with significant growth potential, but they also come with added complexity and risk that investors need to weigh carefully before committing capital.
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7 Tax-Efficient Retirement Withdrawal Strategies Original

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By Lena Borrelli, Arturo Conde Verified, Michele Cagan
| SmartAsset
The order in which you withdraw money from your retirement accounts could cost, or save, you tens of thousands of dollars over the course of your retirement. While most retirees follow the conventional wisdom of tapping taxable accounts first and saving Roth accounts for last, this seemingly logical approach can actually trigger a cascade of unintended tax consequences, from inflated Medicare premiums to the dreaded “tax torpedo” that makes more of your Social Security benefits taxable.
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When Do You Need a Financial Planner for Early Retirement? Original

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By Lena Borrelli, Arturo Conde Verified, Tanza Loudenback Verified
| SmartAsset
Most people who retire early do not regret leaving work. They regret not planning for what comes after. Decades without a paycheck means your investments, taxes and healthcare costs all have to carry weight they were never designed to carry alone. A financial planner can help you figure out if your plan actually holds up before you find out it does not. Next Steps: Financial planning can be overwhelming. We recommend speaking with a financial advisor.
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How to File Taxes for Dependents: Reasons and Steps Original

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By Mo Mozuch Verified, Arturo Conde Verified, Michele Cagan
| SmartAsset
Claiming a dependent on your tax return can unlock meaningful savings, but the rules around who qualifies are more nuanced than many people realize. Whether you’re supporting a child, an aging parent, or another family member, understanding the IRS requirements and the benefits tied to dependency status can make a real difference in what you owe, or what you get back, when you file.
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Warren Buffett Retires: Key Takeaways for Investors Original

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By Mo Mozuch Verified, Arturo Conde Verified
| SmartAsset
At age 95, Warren Buffett officially stepped down as CEO of Berkshire Hathaway on January 1, 2026. He had spent six decades transforming what was once a failing textile company. Now it is one of the largest and most influential corporations in the world. From 1964 through 2024, Berkshire delivered a compounded annual gain of 19.9%. This nearly doubles the S&P 500’s 10.4%, and produced an overall return of more than 5.5 million percent. The transition marks the formal end of an era.
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REITs for Beginners: Types, Requirements and How to Get Started Original

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By Mo Mozuch Verified, Arturo Conde Verified
| SmartAsset
Real estate has long been one of the most reliable paths to building wealth. It’s also among the most difficult. Becoming a property owner requires enormous upfront capital, dealing with difficult tenants, and navigating endless maintenance headaches. Real Estate Investment Trusts, or REITs, change that equation entirely. These allow you to invest in large-scale real estate portfolios for the cost of a single share of stock.
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AI Uses for Investing: Analysis Types, Benefits and Risks Original

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By Becca Stanek Verified, Arturo Conde Verified, Brandon Renfro
| SmartAsset
AI can offer advantages in data processing speed and scale, but it also comes with risks, including data quality issues, algorithmic bias and the potential for over-reliance on automated recommendations. Knowing when to use AI tools and when human judgment remains essential helps investors make better-informed decisions.
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GI Bill for Dependents: Eligibility and Benefits Original

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By Becca Stanek Verified, Arturo Conde Verified
| SmartAsset
Military service demands extraordinary sacrifices from not just service members but also their entire families. Supporting someone who serves in uniform often comes with frequent moves, long separations and constant uncertainty. To recognize these sacrifices, one of the most valuable benefits the government offers is the ability for service members to share their GI Bill education benefits with spouses and children.
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Life Insurance Over 75: Why Get It and Coverage Options Original

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By Becca Stanek Verified, Arturo Conde Verified, Tanza Loudenback Verified
| SmartAsset
While obtaining coverage past age 75 comes with challenges, including higher premiums and more limited options, several types of policies remain available that are specifically designed for older adults. Taking advantage of these options can provide much-needed protection from financial burden for your family during an already difficult time, or simply cover the cost final expenses.
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What Is an LLC: Requirements, Pros and Cons Original

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By Becca Stanek Verified, Arturo Conde Verified
| SmartAsset
SmartAsset maintains strict editorial integrity. It doesn’t provide legal, tax, accounting or financial advice and isn’t a financial planner, broker, lawyer or tax adviser. Consult with your own advisers for guidance. Opinions, analyses, reviews or recommendations expressed in this post are only the author’s and for informational purposes. This post may contain links from advertisers, and we may receive compensation for marketing their products or services or if users purchase products or services.
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Trump IRA Accounts: How Much Americans Without 401(k)s Could Save Original

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By Becca Stanek Verified, Arturo Conde Verified
| SmartAsset
SmartAsset maintains strict editorial integrity. It doesn’t provide legal, tax, accounting or financial advice and isn’t a financial planner, broker, lawyer or tax adviser. Consult with your own advisers for guidance. Opinions, analyses, reviews or recommendations expressed in this post are only the author’s and for informational purposes. This post may contain links from advertisers, and we may receive compensation for marketing their products or services or if users purchase products or services.
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Tax Benefits for Students: Rules, Credits and Deductions Original

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By Becca Stanek Verified, Arturo Conde Verified, Michele Cagan
| SmartAsset
The tax code includes several provisions that can reduce the cost of education, from credits that directly lower what you owe to tax-advantaged savings accounts.
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401(k) Tax Forms: Withdrawals, Rollovers and Loans Original

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By Becca Stanek Verified, Arturo Conde Verified, Michele Cagan
| SmartAsset
When you take money from your 401(k) through a withdrawal, rollover or loan default, the IRS requires specific reporting on your tax return. The forms you receive, what each figure represents and how to report them correctly can affect both what you owe and whether you face penalties for errors or omissions. If you want help reporting a 401(k) withdrawal, rollover or loan default correctly, a financial advisor can help you identify which forms apply and how to avoid penalties or unexpected taxes.
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