When Should You Convert an IRA?

Learn what Roth conversions are and when it makes sense to do them.

10 Items for Your Year-End To-Do List

Can you believe it? 2009 is almost over! The older I get, the faster they go! I thought I would put together a quick note to remind you of some helpful, year-end tasks you may want to consider: 1. Rebalance investment accounts – this is something few people do but I highly recommend. This involves bringing your investment accounts back …