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Tag "Barry Kozak"

Guidelines for Minor Children: How to Avoid a Personal Retirement Crisis

    Guidelines for Minor Children: How to Avoid a Personal Retirement Crisis

But, as the cliché goes, “What about the children?” Arguably, it is minor children who have the best (and easiest) opportunity to shield themselves from a retirement crisis. They have the advantage of time (to maximize the benefits of compound interest).

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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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7 “It Depends” Reasons to Avoid Converting to a Roth

    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.

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