Office demand turns positive in the second half of 2025 as leasing improves. However, BXP, CUZ, SLG and HIW head into Q4 with ...

Roth conversions may not be right for everyone.

The sooner you open a Roth IRA, the sooner you can start growing your tax-free retirement portfolio. Here are 5 easy steps to ...

There is no legal or regulatory age restriction on Roth conversions, so it's not too late in that sense. Generally speaking, ...

My good friend Bob from Munster had a question I thought merited visiting in the column. Bob’s question involved a topic we are dealing with more and more often in the practice and a tool we are using ...

If you are retired, this is the perfect moment to review your investment exposure and — if you will be older than 73 this ...

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax rate at distribution. Tax-free growth in a Roth IRA is a significant ...

This is read by an automated voice. Please report any issues or inconsistencies here. 529 education savings plans are powerful tools to help pay for the mounting costs of an education. Yet some people ...

When you reach retirement age, financial decisions become even more important as you are no longer generating income from working. Every choice you make about your money has a direct impact on your ...

New tax laws create new opportunities for Roth conversions, but clients shouldn’t delay, said Ed Slott, the Rockville Centre, N.Y.-based IRA expert. A “trifecta of tax laws”—the SECURE Act of 2019, ...

Even if you have already chosen an account for retirement savings, that doesn’t necessarily mean you can’t change your mind about it later. In fact, this is not at all uncommon — and many people see ...