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Beneficiary Mistakes

Beneficiary Mistakes to Avoid

Before making a decision on a beneficiary, it’s very important to check your state laws. Some states have different rules on who you can name as a beneficiary.

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Roth Conversion

Is Now a Good Time for a Roth Conversion?

A Roth conversion involves liquidating assets in a tax-advantaged account like a traditional IRA or 401(k), paying taxes on the withdrawal, and then funding a Roth IRA. In the short run, investors will pay taxes (more on that below).

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Roth IRA

Should I Have a Roth IRA?

Roth individual retirement accounts allow you to pay income tax on your retirement savings upfront, so you won’t be stuck with a tax bill in retirement when you can least afford to pay it.

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