Brandon Renfro on Muck Rack

Brandon Renfro

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Articles

What Should I Do With My Retirement Account When I Retire?

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By Brandon Renfro
| Yahoo Finance Verified
When entering retirement, would it be best to transfer your pension fund and 401(k) from your employer account to your own personal individual retirement account (IRA), keeping them under one roof? -Randy There are a couple of things to be aware of as you consider whether to move your retirement accounts after you retire. I like to start by first considering how different decisions affect your plan. Then, I factor in convenience.
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Ask an Advisor: Can We Retire With $1.85M Once Our Kids Turn 18?

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By Brandon Renfro
| Yahoo Finance Verified
My wife and I are 30 and 34. We have $950,000 in Roth IRAs, $900,000 in mutual funds and five-year CDs and we own our home worth $600,000. We have zero debt. I feel like we have to keep saving and investing to have a financially secure future, but my wife wants to live more in the moment and let our investments take care of themselves. I have all our investments professionally managed and they all have done quite well over the years.
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Ask an Advisor: Who Can Help Me Execute a Roth Conversion While My Income Is Low?

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By Brandon Renfro
| Yahoo Finance Verified
SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. Which professional do I need for the tax calculation of a Roth conversion? A CFP, financial advisor or tax preparer? I’ve reached out to tax preparers before but they seemed to have no idea what I was talking about. My income right now is very low so I would like to take advantage of this opportunity.
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