Latest articles by Mel Casey, CFA®, CAIA
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Benefits of Doing Roth IRA Conversions Early in Retirement
Retirees could cut their lifetime tax burden as well as minimize taxes’ impact on the long-term wealth of their heirs.
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2023 Could Be the Year to Welcome Back the 60/40 Portfolio
Bond yields are the highest they’ve been in 15 years, and stocks appear less expensive than before. The odds are now in favor of the balanced portfolio.
