CONSIDERING A ROTH IRA CONVERSION NOW?

CONSIDERING A ROTH IRA CONVERSION? “With financial markets still in a bit of a slump, now might be a good time to convert to a Roth IRA, which can have attractive advantages,” writes Greg McBride for Bankrate.com. He continues: “Why trade in your traditional IRA? “A...

DRAWING FROM THE PORTFOLIO WELL

“When you withdraw money from your investment accounts, the big question is: in what order?  From taxable accounts first?  Tax-deferred?” Good questions all, and in an excellent adviceiq.com piece headlined Which Accounts to Tap First? Sean Condon outlines some...