To Roth Or Not To Roth? That Is A Key Retirement Question: Financial Advisors' Daily Digest

by: SA For FAs


Evan Powers explains who should consider a Roth conversion and how to optimize the financial benefit.

Eric Nelson argues there’s a more reliable way to increase return and reduce risk than skimming off a list of top fund managers.

U.K. assassination changes political calculations over Brexit.

If you've been following this feed, you've noticed that we are of late fielding questions from readers, one of whom got a nifty little retirement plan from Maksim Netrebov yesterday. Today, financial advisor Evan Powers, who likes Maksim's approach, thoughtfully offers a deep dive on one aspect of the retirement planning process he had addressed - namely, whether or not to convert a traditional IRA to a Roth.

The piece is of relevance to most pre-retirees and makes clear which populations should consider such a move and how to pull it off for maximum financial benefit. Here's Evan's article.

And as this Q&A segment gains momentum, a reader asks financial advisor Eric Nelson why he should settle for an index fund rather than turn his assets over to top stock pickers on a list from Morningstar. In a nutshell, Eric retorts that there is a more reliable way to generate excess returns while mitigating risk. Here's Eric's article.

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