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5 Reasons to Convert to a Roth
The growing popularity of using Roths makes converting to them an option worth considering. Here are five reasons to convert to a Roth, four of which you rarely read about.
401k Rollovers: To Roth or Not to Roth – 7 Fiduciary Questions
According to the Investment Company Institute, only 1.9% of all Roth IRAs are rollovers. Why aren’t more opting to rollover into Roths?
7 “It Depends” Reasons to Avoid Converting to a Roth
There’s more to converting than meets the eye. It all depends on several factors you might not be things about (but should). Just in case you might have missed one, we’ve provided you a list to quickly scan.
The Folly of Risk and the 401k Fiduciary
Many professionals and most of the current generation of finance professors have long ago removed “risk” from their investment decision-making algorithms. These forward-thinking folks recognize the greater importance of managing retirement saver behavior over managing irrelevant investment risk as it pertains to meeting or exceeding the goal of retiring in comfort.
How a Fiduciary Can Assess a Retirement Investor’s GOT
Now that you’ve determined your Goal-Oriented Target, discover what it means.
Why Healthier Retirees Reject “Off-the-Shelf” Retirement and Seek to “Do Something”
Sometimes you just gotta do what you gotta do.
Warning: Be Prepared – “Black Swan” Events can Alter Retirement Expectations
Sometimes life happens on the way to a well planned retirement.
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