If you’re in or nearing retirement, a Roth conversion might be the most powerful tool you’re not using — or not using correctly. A Roth conversion done right can dramatically lower your lifetime tax bill, preserve your income flexibility, even protect your surviving spouse from costly tax burdens. But done wrong, it can backfire — […]
Tactical Roth Conversions: Now Is a Critical Window for Retirees Read More »
Estate planning is about more than just transferring assets; it’s about helping clients preserve their wealth, maximize their legacy and minimize future tax burdens for their beneficiaries. One increasingly valuable strategy we can leverage for clients is the Roth individual retirement account conversion. While Roth IRAs are often viewed through the lens of retirement planning,
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(Bloomberg) — Mutual funds are bleeding assets anew, just as their ETF cousins break fresh records. Now, firms from Lazard to Aberdeen Group Plc. are pushing to convert traditional funds into exchange-traded ones, even as regulators look poised to bless a structure that would allow both to coexist in peace. The number of mutual funds being converted into ETFs
Mutual Fund to ETF Conversions Surge Read More »