Advisors should ask every client to prioritize their financial goals and carefully consider the benefits and risks of Roth conversions, said Ed Slott, the Rockville Centre, N.Y.-based IRA and ...

I receive a great many inquiries about retirement accounts. One area of particular interest is Roth conversions. Fortunately, IRA expert Ed Slott and his staff spend a great deal of time and effort ...

Tax planning for retirement – not just tax preparation – is one of the most underutilized tools available to American savers, yet most financial advisors receive little or no specialized training in ...