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In You They Trust
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Being named a trustee by a friend or family member is an honor but it may be one you could do without.
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Few Baby Boomers Financially Prepared For Retirement
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They may long to give up their daily commutes and have wide-open schedules, but far too many baby boomers are largely unprepared to leave their jobs.
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Estate Executors: An Honor…And A Pain
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Being asked by friends or family to be executor of an estate is a big honor, but the warm feelings can vanish once the job starts.
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Do We Need Protection From Trust Protectors?
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Two experts offer different opinions.
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Being A Trustee
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What is a living trust?
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Roth IRA Conversion - NAPFA Planning Perspectives
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Is the Roth IRA Conversion For Me?
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Roth 401(K) Vs Traditional 401(K)? No Contest
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Retirement experts say the Roth version has it all over the old-school DC plan; employees still not converting, though.
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Market Woes Open Door For Roth Conversions
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Looking for silver linings amid the market gloom? Richard Jackson, principal at advisory firm Schlindwein Associates, in Chicago, says Roth IRA conversions may be it.
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Learning The Hard Way About Re-Investing Inherited IRAs
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Questions and answers.
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Is A Roth IRA Safe From Taxes?
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Congress wouldn’t tax Roth IRAs, would it ? So are higher taxes on Roth accounts also on the way ?
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