If you're going to do a conversion, you want it to make sense.

With that in mind, here are three questions to ask yourself before doing a Roth conversion. If you were born in 1960 or later, RMDs begin at age 75. Otherwise, you have to start RMDs at 73. If you ...

Shrewd investors look for opportunities no matter how bad the economic outlook. With their investments down from the glorious highs of only a few months ago, some clients (particularly those hovering ...

A Roth conversion could lower your taxes in retirement and spare you from required minimum distributions (RMDs). Before doing a Roth conversion, ask yourself what your tax situation looks like. Also ...