Create a table consisting of data or use an existing table consisting of data. Now highlight the table and then go to the Insert tab and click the Object button. An Object dialog box will open. Scroll ...

Conversion rate is one of the most common metrics used by marketers, sales folks, and business professionals. It is discussed often and taken on the surface as an important metric or key performance ...

In a previous article about Roth conversions, an advisor wrote: “For many folks, a prime time for Roth conversions takes place during the years after retirement but before Social Security and RMDs ...

Forbes contributors publish independent expert analyses and insights. Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital. Imagine you just made an investment – and it lost value overnight.

The Internal Revenue Service is going to get its piece of your hard-earned, tax-deferred retirement savings accounts — it’s just a matter of when. A harsh reality? Perhaps. A chance to think ...

Roth conversions are a popular way for people to reduce their tax burden over the long haul, and people often start making those conversions when they are a few years away from retirement. The goal is ...

Imagine you’re 65 with $1.2 million in an IRA and a lingering question: should you convert your account into a Roth IRA? The answer may depend on how you go about it. A Roth conversion can provide ...

I found your column "Do Roth IRA conversions still make sense with the passage of the GOP tax law?" very helpful and I better understand the strategic choice a conversion to a Roth IRA represents. My ...