Indices closed out mixed on Tuesday. The Dow and S&P 500 shed some points while the Nasdaq tacked on slight gains. Stocks managed a major turnaround from early low levels.
We don’t time the market, but we do time Roth IRA conversions to minimize your tax liability. We explain in this week’s Financial Tip.
While you may have other reasons, there is no tax advantage to naming a trust as the beneficiary of an IRA. Learn what we mean in this week’s Tax Tip.