Now may be a good time to do a Roth conversion. But, contrary to an argument that’s popular right now in financial planning circles, “the factors that make such a conversion a good or bad idea have nothing to do with the fact that the stock market is so much lower than where it stood…
A new set of reforms to America’s retirement tax and savings plans passed a key hurdle in Congress last week. Variously known as the SECURE Act 2.0, the EARN Act and the RISE & SHINE Act, the measures will make changes to rules around IRAs, 401 (k) s and other tax-privileged retirement plans. The bills…
Read More “3 big problems with Congress’ new retirement reforms” »
Hello and welcome to Financial Face-off, a MarketWatch column where we help you weigh financial decisions. Our columnist will give her verdict. Tell us whether you think she’s right in the comments. And please share your suggestions for future Financial Face-off columns. Markets have been tanking, with the S&P 500 SPX, -3.07% recently dipping into…
Read More “Is now a good time to do a Roth IRA conversion?” »
