I receive a great many inquiries about retirement accounts. One area of particular interest is Roth conversions. Fortunately, ...

For a Roth conversion, he wants to move investments at a low that has the best chance for big appreciation. For a regular withdrawal, like for an RMD, he wants to use a short-term bond or other asset ...

Sometimes, life goes one way when you planned on it to go another. In the case of retirement planning, let's say you've been ...

You can superfund a child's 529 account by making a lump-sum contribution of up to $95,000 ($190,000 if you're a married ...

A re you looking to optimize your retirement savings options now to maximize your income later on? It's easier said than done ...