If you’re considering a Roth conversion, your timing and yearly planning can significantly reduce the tax bite, financial experts say. The popular retirement savings strategy allows higher earn...
Tag: Individual Retirement Accounts
Should you consider a Roth IRA conversion when the market drops?
If you’re considering a Roth conversion, stock market drops may make the strategy more appealing, according to financial experts. While the popular move, allowing higher earners to bypass inco...
Cheap, Boring Advice for Retirement Savers: Minimize Taxes, Rebalance Regularly
Wealth advisor Susan Elser of Indianapolis says investing should be cheap and unexciting. Her firm has six advisors and manages $635 million in assets. She has no research staff to keep costs down, an...
Opinion: How to profit from your losses on those ‘Cathie Wood’ stocks
Americans have lost billions of dollars from their retirement funds in the past year as some of the most popular recent investments have come crashing down to earth. As our chart above shows, many of ...
Moved On From Your Job? Here’s What to Do With Your Old 401(k), and Why to Do It
Dreamstime Text size Editor’s note: Barron’s Retirement readers have sent along many questions about their savings, investments, and strategies over the past few months as everything from the record-b...
Here Are 3 Things 401(k) Millionaires Should Consider Before Retiring Early
Martinmark/Dreamstime Text size For the record number of 401(k) millionaires minted during the pandemic, retirement may be tempting but the market volatility late last year offers a lesson: Paper weal...
Scared of investing during the Ukraine invasion? Try this IRA maneuver
Moe, Larry and Curly have been watching stock markets plunge in the past two weeks in response to the Ukraine invasion. Each wants to invest, say, $100,000 in European stocks—for example through Vangu...