![A woman planning for her retirement years meets with her financial professional to discuss converting an IRA to a Roth IRA.](https://www.ameritas.com/wp-content/uploads/2024/06/4175379_Roth2Annuity_250X160.jpg)
Converting an IRA to a Roth IRA
As retirement planning evolves, many individuals are exploring the benefits of converting traditional retirement accounts to Roth IRAs. With Roth options becoming more prevalent in…
June 26, 2024
| 7 min read
![A man in his 70s meets with his doctor to discuss his ongoing treatment and thinks about how he’s going to pay for a serious illness in his retirement years.](https://www.ameritas.com/wp-content/uploads/2024/04/Pay_for_Illness_in_Retirement_THUMBNAIL-300x169.jpg)
How to Pay for a Serious Illness in Retirement
A serious illness is one of the few things that can seriously derail your financial aspirations. It can be even more devastating once you retire.
April 22, 2024
| 10 min read
![A young professional woman looks at her laptop screen while meeting with a financial professional to learn how to start investing.](https://www.ameritas.com/wp-content/uploads/2024/04/How_Do_I_Start_Investing_THUMBNAIL-300x169.jpg)
4 Steps to Start Investing: A Beginner’s Guide
When you start earning significant money—whether as a new graduate beginning your first job or a new business owner who’s secured your first sales—your initial…
April 8, 2024
| 7 min read
![A husband and wife excitedly laugh while on a rollercoaster enjoying their retirement adventures.](https://www.ameritas.com/wp-content/uploads/2024/02/3995624_AreYouPreparedtoRetireBlog_Thumbnail_768x432-300x169.jpg)
Am I Ready to Retire? 4 Steps to Prepare for…
If you’ve recently found yourself asking the question “when can I retire?”, you’re not alone. Google Trends reports retirement searches have remained consistently high since…
February 29, 2024
| 8 min read
![A young man reviews his spending habits and receipts as he learns how to make a budget to improve his financial well-being.](https://www.ameritas.com/wp-content/uploads/2024/02/Blog_Image_How_to_Make_a_Budget_THUMBNAIL-300x169.jpg)
How to Make a Budget
Sticking to new goals can be difficult. Many Americans say their goals usually last about two to three months before fizzling out.1 Why not consider…
February 20, 2024
| 6 min read
![A husband and wife review receipts and financial statements to prepare their end-of-year taxes.](https://www.ameritas.com/wp-content/uploads/2023/12/3815435EndofYearTaxTipsBlog_768x432_Thumbnail-300x169.jpg)
End-of-Year Tax Tips: A Guide for Individuals and Businesses
As the year draws to a close, it’s important to focus on more than holidays and family get-togethers—you should set aside time for year-end tax…
December 8, 2023
| 7 min read
![A young woman researches IRAs on her phone to learn the best options to meet her financial goals.](https://www.ameritas.com/wp-content/uploads/2023/12/What_is_an_IRA_THUMBNAIL-300x169.jpg)
What is an IRA?
Prepare for your future, today. Add more freedom and flexibility into your retirement plan by learning the difference between a Roth and a traditional IRA…
December 4, 2023
| 6 min read
![A retired couple meets with their financial professional to discuss the benefits of tax deferral in their financial strategies.](https://www.ameritas.com/wp-content/uploads/2023/11/3815844_BenefitsofTaxDeferralBlog_768x432-300x169.jpg)
The Benefits of Tax Deferral
We’re probably all aware that we should save more for retirement. Fortunately, there is a full spectrum of retirement savings vehicles to choose from.
November 15, 2023
| 5 min read