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Tag "Richard Reyes"

A Last Minute 5 Point Checklist Once You’ve Decided Whether to Convert to a Roth

    A Last Minute 5 Point Checklist Once You’ve Decided Whether to Convert to a Roth

After you’ve done your preliminary analysis and are ready to pull the switch to convert, there’s one more thing you need to do. Actually, there are five more things to do, and we present them in this concise checklist.

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5 Reasons to Convert to a Roth

    5 Reasons to Convert to a Roth

The growing popularity of using Roths makes converting to them an option worth considering. Here are five reasons to convert to a Roth, four of which you rarely read about.

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401k Rollovers: To Roth or Not to Roth – 7 Fiduciary Questions

    401k Rollovers: To Roth or Not to Roth – 7 Fiduciary Questions

According to the Investment Company Institute, only 1.9% of all Roth IRAs are rollovers. Why aren’t more opting to rollover into Roths?

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The Five Killer Concepts that Most Confuse Retirement Savers

    The Five Killer Concepts that Most Confuse Retirement Savers

Each of these is dripping with overtones from the lessons of behavioral finance.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/7/14

DOL gets tough, Fiduciary Gridlock a blessing? and Good Investment advice.

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The Choice 401k Investors Must Make Before They Choose

The most important element of 401k education.

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