Third quarter, 2014
Commentary, analysis, and tools to help put the market events and performance of the second quarter in perspective.more >
Pay The Toll On Roth Conversion?
Undoubtedly, you’ve heard about the benefits of moving funds from a traditional IRA into a Roth IRA, a conversion that can save money on future taxes. But there’s a “toll” to pay for entering a Roth: The transfer of funds is subject to current income tax, plus it could trigger the 3.8% surtax on net investment income (NII). . more >