retirement

December is upon us and that means 2019 is almost in the history books. Can you believe it? It seems like I just put the Christmas decorations away and here I am hauling the boxes out of storage again. However, even with year-end

Q: I am 64 years old and recently retired. My 401(k) plan is worth about $1 million and I have about $500,000 in taxable investments. I have been thinking about converting a portion of my retirement savings into a Roth IRA

Last May, the House of Representatives passed the Setting Every Community Up for Retirement Enhancement Act of 2019, otherwise known as the SECURE Act, by a remarkable 417-3 majority.

The tax advantages of retirement accounts—IRAs and 401(k)s—come with significant strings attached. On the one hand, the IRS requires account owners to