A Decrease in Income Creates an Opportunity for a Roth Conversion
Our experts focus on the decision of converting assets in an IRA to a Roth IRA for a couple in their 60s.
Seeking Higher Yields for Fixed Income Investments
Our experts discuss the case of a retired couple seeking to boost the interest they are receiving on their fixed-income portfolio.
Addressing Asset Allocation in Respect to Your Cash Flow
Our experts discuss a case study of an investor who is seven to 10 years from retirement and has followed conventional wisdom and put the equivalent percentage to his age in fixed-income investments.
Managing Required Minimum Distributions and Taxes
Our experts discuss a case study of couple who are approaching their required minimum distributions.
Investing in Real Estate in Retirement
Our experts discuss a case study of a professional who is interested in investing in residential property as a business during retirement.
Saving More to Save More
Our experts spend some time on a case study of a family who was looking at an empty nest in two years when the children went to college, but now find themselves expecting a new bundle of joy.
Net Unrealized Appreciation Tax Breaks on your Company Stock
Generally, you never want to take a cash distribution from your 401(k), unless you have highly appreciated company stock.