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Tag "Roth"

If Retirement Pros Set Tax Policy Instead of Politicians, This is What We’d Get

    If Retirement Pros Set Tax Policy Instead of Politicians, This is What We’d Get

Congress may be zagging when common sense says it should be zigging. Or maybe not.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/27/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/27/17

Cap Cutting, Back Burners, and Eternal Truths

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/22/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/22/17

Pension problems, spaghetti regs, and the never ending battle between stocks and bonds.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/1/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/1/17

State pension implosion, a regulation without teeth, and the fee-value correlation.

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5 Reasons Why Roth Plans are More Popular with Millennials than Baby Boomers

    5 Reasons Why Roth Plans are More Popular with Millennials than Baby Boomers

The traditional lifestyle arc, along with the traditional career arc, may push millennials away from Roth style savings later in life.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/25/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/25/17

State-run wrongs, advice vs. sales, and the consequences of fee compression.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/18/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/18/17

Marketing fiduciary, yes, conflicted fees matter, and exposing Index Funds

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/11/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/11/17

Pensions falling, pushing back fiduciary goal posts, and investment Lorelei Signals.

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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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