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

By SA Gil Weinreich :

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 .

Please send me your investing or retirement questions and - here are today's advisor-relevant news and views:

Your thoughts? Comment below.

See also How To Check A Cash Flow Statement And Why It's Important To You on seekingalpha.com

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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