Strategic Roth IRA Conversions Still Make Sense

Strategic Roth IRA Conversions Still Make Sense

As my clients and those of you who have read my MarketWatch RetireMentors articles and Retirement Visions blog posts know, I’m a huge fan of Roth IRA conversions. One caveat:  they must be timely. There are two types of timely Roth IRA conversions: Strategic Market-sensitive Strategic Roth IRA Conversion The goal of a strategic Roth… Continue Reading

Is Cognitive Impairment Part of Your Retirement Income Plan?

Is Cognitive Impairment Part of Your Retirement Income Plan?

The basic purpose of a retirement income plan is to develop tax-efficient strategies that are designed to provide predictable income streams to meet an individual’s or family’s financial needs during different stages of retirement. A comprehensive plan should also include provisions for addressing potential life-changing experiences. One such event that’s generally associated with the latter… Continue Reading

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