When Life Gives You Lemons, Squeeze Out a Roth Conversion

Are you looking for any ray of sunshine in all this? Any silver lining in plummeting stock values? I have one for you. It's a Roth conversion at depressed asset values. If you want more of your money to grow in Roth accounts, today may be your lucky day...


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Are your 401(k) costs going up?

As if things weren’t hard enough, this headline caught my eye the other day. As 401K Assets Fall, Investors Could Pay Higher Fees. Here’s some background: As part of the CARES act, 401(k) participants