What Do I Need to Know about Roth IRA Conversions?
Many investors took advantage of the pandemic-induced market decline this spring to do big Roth conversions and pay less tax on reduced asset values.
Ignoring Beneficiary Designations Is a Risky Business
We are programmed to contribute the “max” to our retirement accounts and we disregard, or do not understand, the pitfalls of an improperly filled-out beneficiary forms.