Here are some questions and answers that may be of some help for those deciding if a conversion makes sense. Is there enough money available outside the IRA to meet needs? Roth IRAs do not have ...

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 ...

Recently, I received a host of questions about Roth conversions. So instead of answering one question, I’m going to tackle several today. Q. Dan, what can I do if I converted more than I should have?

In the past year, there’s been a rush to Roth. Roth retirement accounts offer some advantages over traditional IRAs — the growth and qualified withdrawals are tax free, and the original owner doesn’t ...