Roth Conversions: To Convert or Not to Convert Your Traditional IRA

The discussion of whether to convert your IRA to a Roth IRA evokes a wide range of opinions regarding if, when, and how you should convert the assets in your account. Some advisors believe you should always convert all your Traditional IRA (also called a Contributory IRA) assets to a Roth, while others feel you should never convert. The truth lies somewhere in between.

30 Year Risk and Return Forecast

Individual investors face the difficult tasks of saving for retirement and eventually replacing their pre-retirement income with their savings. This requires striking a delicate balance between maximizing quality of life and not running out of money. Retirement planning is vitally important to achieving these goals.

Subscribe to RSS - Portfolio Management