Natasa Milas

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  1. Managing Wealth

    Inherited IRA Distributions and Taxes: Getting it Right

    If you have inherited an IRA account you don’t need to turn it over to the estate, regardless of what the will says.
  2. High Net Worth Strategy

    What's the Best Thing to Do with $100K in Cash?

    Have you suddenly found yourself with an extra $100,000 on hand? Here are some ways to put it to work.
  3. Retirement

    How to Calculate What You Need for Retirement

    While you might not be able to predict all the variables that impact retirement planning, there are tools to help make simple ...
  4. Retirement Savings

    Your 401(k): What's the Ideal Contribution?

    If done properly, planning for retirement can affect the quality of life at retirement age — for the better. Here's what ...
  5. Asset Allocation

    The Best Bet for Retirement Income: Bonds or Bond Funds?

    Retirees seeking income from their investments typically look into bonds. Here's a look at the types of bonds, bond funds ...
  6. Bonds / Fixed Income

    What's a Tax-Efficient Investment for a Large Sum?

    Here's how to invest a large sum, such as assets from a profit-sharing plan, with a mind toward tax efficiency.
  7. Stocks

    How to Tell If a Stock is Overvalued or Undervalued

    These are the common valuation methods for stocks. But should you invest based on your financial goals and risk tolerance ...
  8. 401(k)

    Why Would Your 401(k) Be Unavailable After You Leave a Job?

    Wondering why your 401(k) plan is unavailable after your employment termination? Here are some scenarios to consider.
  9. Retirement

    How Much Retirement Savings is Enough if You're 90?

    Worrying about money never ends. Even when you're well into your 90s and have more than $2 million invested, will you still ...
  10. Trading

    Some Cautionary Advice for the Novice Day Trader

    The lure of day trading is the stuff of investor dreams: Making lots of money in little time. But it can be very dangerous. ...
  11. Investing

    What is the Safest, Best-Returning Place for Your Cash?

    What is the safest investment for your cash: Treasuries, CDs, money markets or mattresses? Here's a look at each.
  12. FA Relevant

    Social Security: Saving vs. Delaying Benefits

    If you are turning 66 and still working, does it make sense to put Social Security benefits in a savings account or CD or ...
  13. FA Relevant

    How Students Can Start Investing for the Long Term

    College students who find themselves with extra money may want to consider investing but are unsure of where to start. This ...
  14. FA Profession

    Fees You Can Expect from a Financial Advisor

    A look at the different types of financial advisors and how their fees work when it comes to providing financial planning ...
  15. Retirement Living

    How to Catch Up with Your Retirement Savings

    Starting your retirement savings late, like in your 50s? Here are a few ways to catch up.
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