Retirement Planning

Roth Conversion Decision Made Easy

Whether to convert your retirement account(s)1 to a Roth is not the same for everyone. It makes good sense for some and less for others. But there’s one situation that makes the decision easy: You have net operating losses.

Retirement Savings Plans: Better Than Ever for Your Employees and Your Business

There are three ironclad reasons to establish a retirement plan for your business:

Do the Math: Annual Savings Needed to Reach Nest Egg Goal

Tom is 50 and has $100,000 saved for retirement. He'd like to retire at 60 and wants to have $1,500,000 in the bank by then. Assuming his savings earns an average annual after-tax rate of return of 7%, how much does Tom have to put away each year to have $1.5 million in 10 years?