My dividend income is now more than the salary I made during my working years. How can I manage the tax situation?

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Am I okay to skip maxing out my workplace retirement contributions this year and use the same amount to rebuild my cash savings instead?

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I just found out my parents have about 2-3 years of funds before they will run out of money. Their backup plan is me, and I'm trying to figure out how best to handle this scenario.

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We have the opportunity to buy into our family farm. Currently it is owned by my father/uncle/aunt and my uncle wants to sell his share. Should I buy him out?

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Given the unprecedented and potentially volatile environment we're entering in 2025, should I leave my money where it is? Should I pull some out of the market to build up my emergency fund just in case? 

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With over two million in tax-deferred accounts, and now that we're both retired, we feel now is the time for Roth conversions. How much should we do and how fast should we do it?

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Am I correct to treat my pension like "cash" and then put 100% of my other assets in riskier holdings?

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If I max out traditional contributions to my 401(k), it will lower my AGI and I'll be eligible to make Roth IRA contributions for me and my wife. Does that make sense? Or should I forget about the Roth IRAs and stick to the Roth 401(k)?

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My wife and I are retired and we're trying to decide if we should start collecting Social Security and let our investments grow or should we take money from our brokerage account and do Roth conversions?

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The Severance Podcast with Ben Stiller and Adam Scott is an episode-by-episode, behind-the-scenes breakdown of the AppleTV+ workplace thriller with the series’ creators, cast, crew, and celebrity superfans. Executive producer/director Ben Stiller and star/executive producer Adam Scott will rewatch every episode of Season 1 and share in-depth, never-before-heard analysis in daily episodes beginning Tuesday, January 7. The companion podcast will continue into Season 2, beginning January 17 and dropping every Friday with the release of each new episode. From Audacy Podcasts, Audacy’s Pineapple Street Studios, Red Hour, and Great Scott.

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