Ed Slott says that your conversations with clients about Roth conversions can be reframed from a tax arbitrage opportunity to a chance to add certainty to your clients' retirement. It’s a far more compelling message.
Meanwhile, Bob Veres thinks that when somebody predicts doom three or four times, and then again when there’s a downturn, they probably shouldn’t be ascended to guru-hood status. What a crank!
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The first quarter of the new year has brought us small positive returns in many of the U.S. market indices, which means that investors survived—for now, at least—the worst start to a calendar year ever for the U.S. stock market. [Read more »]