Christopher Carosa, CTFA
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.
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?
7 “It Depends” Reasons to Avoid Converting to a Roth
There’s more to converting than meets the eye. It all depends on several factors you might not be things about (but should). Just in case you might have missed one, we’ve provided you a list to quickly scan.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/4/17
401k rising, the Fiduciary Rule’s long goodbye, and a fee trend worth continuing.
Goal-Oriented Target: How Leading Advisers and 401k Plan Sponsors are Using this New System to Replace Outdated Modern Portfolio Theory Risk Tools
The GOT system offers a viable and practical alternative to relying on outdated MPT tools. Although still widely in use, MPT-based calculators and analyzers can sometimes lead retirement savers to make decisions that aren’t in their best interest. That statement alone should trigger concerns from the mindful fiduciary.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/28/17
State-Run bellwether, fiduciary redux, and market euphoria vs. reality
A Better Way to Set Retirement Goals
So one wants his epitaph to read “Here lies John Doe. He beat the S&P 500.” There needs to be an easy-to-understand and easy-to-implement system that properly reflects both your goals and the consequences of failing to meet those goals. Retirement savers want and need a system that represents a better way to set and meet retirement goals.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/21/17
The Social Security conundrum, leveling the fiduciary playing field, and focusing on fees that matter.
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