Javier Simon

Javier Simon is a freelance personal finance writer for The Epoch Times. He specializes in retirement planning, investing, taxes, fintech, financial products and more. His work has been featured by major publications including Fox Business, The Motley Fool, NerdWallet, and Money Magazine.

3 Trusts for Financially Irresponsible Heirs

November 12, 2026 Estate
Little-Known Retirement Rules That Can Save You Money

November 11, 2026 Retirement
What High Earners Should Do Before Their Last Day of Work

November 10, 2026 Retirement
Medicare Enrollment Blunders High Earners Need to Watch Out For

November 9, 2026 Insurance
Trap Doors in Tax-Free Retirement Income Strategies

November 7, 2026 Retirement Accounts
How to Estate Plan for a Child Who Isn’t Financially Responsible

November 6, 2026 Estate
How to Turn a Large Bonus Into Long-Term Wealth

November 5, 2026 Future Planning
Should You Convert Your 401(k) to a Roth Before Retirement?

November 3, 2026 Retirement Accounts
All You Need to Know About the Roth 5-Year Rule

October 28, 2026 Retirement Accounts
Combining Retirement Plan Withdrawals With Social Security: How to Avoid Tax Burdens

October 24, 2026 Retirement
All About the Backdoor Roth IRA Pro-Rata Rule

October 22, 2026 Retirement Accounts
How to Fund a Living Trust the Smart Way

October 17, 2026 Estate
Why Invest in Platinum?

October 10, 2026 Alternative Investments
Asset Location: What Assets Should Go in Which Accounts?

October 9, 2026 Investing
The Biggest Retirement Planning Mistakes People Make in Their 60s

October 7, 2026 Retirement
The Retirement Gap Years: A Time to Make Tax-Savvy Moves

October 5, 2026 Retirement
Retirement Accounts to Get a Government Match

October 2, 2026 Retirement Accounts
What You Need to Know About Retirement Account Tax Diversification

September 30, 2026 Retirement Accounts
All You Need to Know About Retirement Account Fees

September 28, 2026 Retirement Accounts
How to Invest in Palladium

September 25, 2026 Alternative Investments
Taxes All Retirees Need to Know About

September 23, 2026 Retirement
How to Avoid Probate Without Creating a Trust

September 21, 2026 Estate
How to Manage Concentrated Stock Positions

September 19, 2026 Stocks
The Pros and Cons of Payable-on-Death and Transfer-on-Death Accounts

September 17, 2026 Estate
Must-Have Estate-Planning Documents

September 15, 2026 Estate
How Is My Gold Taxed?

August 29, 2026 Tax
How to Recreate a Paycheck in Retirement

August 26, 2026 Retirement

Javier Simon

3 Trusts for Financially Irresponsible Heirs

Little-Known Retirement Rules That Can Save You Money

What High Earners Should Do Before Their Last Day of Work

Medicare Enrollment Blunders High Earners Need to Watch Out For

Trap Doors in Tax-Free Retirement Income Strategies

How to Estate Plan for a Child Who Isn’t Financially Responsible

How to Turn a Large Bonus Into Long-Term Wealth

Should You Convert Your 401(k) to a Roth Before Retirement?

All You Need to Know About the Roth 5-Year Rule

Combining Retirement Plan Withdrawals With Social Security: How to Avoid Tax Burdens

All About the Backdoor Roth IRA Pro-Rata Rule

How to Fund a Living Trust the Smart Way

Why Invest in Platinum?

Asset Location: What Assets Should Go in Which Accounts?

The Biggest Retirement Planning Mistakes People Make in Their 60s

The Retirement Gap Years: A Time to Make Tax-Savvy Moves

Retirement Accounts to Get a Government Match

What You Need to Know About Retirement Account Tax Diversification

All You Need to Know About Retirement Account Fees

How to Invest in Palladium

Taxes All Retirees Need to Know About

How to Avoid Probate Without Creating a Trust

How to Manage Concentrated Stock Positions

The Pros and Cons of Payable-on-Death and Transfer-on-Death Accounts

Must-Have Estate-Planning Documents

How Is My Gold Taxed?

How to Recreate a Paycheck in Retirement