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Wealth Management: Reverse mortgages have yet to break into mainstream retirement

A reverse mortgage could be a viable option in retirement according to some financial pros, but this column explores why they haven't taken off.yet. ....

United States , John Lunde , Stephen Resch , Wade Pfau , American College Of Financial Services , Home Equity Conversion Mortgages , Reverse Market Insight , Reverse Market , American College , Financial Services , America Reverse ,

Wealth Management: Reverse mortgages have yet to break into mainstream retirement

A reverse mortgage could be a viable option in retirement according to some financial pros, but this column explores why they haven't taken off.yet. ....

United States , John Lunde , Stephen Resch , Wade Pfau , American College Of Financial Services , Home Equity Conversion Mortgages , Reverse Market Insight , Reverse Market , American College , Financial Services , America Reverse ,

Should you convert your IRA to a Roth if Biden's infrastructure plan passes?

Should you convert your IRA to a Roth if Biden’s infrastructure plan passes?
MarketWatch
2 days ago
© AFP via Getty Images
Some Americans may be preparing to convert their retirement assets into Roth accounts in response to President Biden’s future tax plans, but they should hold off before jumping into that decision.
Roth accounts serve a special tax purpose they’re funded with after-tax dollars and thus, are distributed tax-free (compared with a traditional account, where the money is contributed and grows tax-free but is taxed at withdrawal). Roth conversions are similar investors move the money from their traditional accounts into Roth accounts and pay the tax upfront. The Roth strategy is best when the individual is currently at a low tax rate, so that they aren’t paying too much to contribute or convert. ....

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Medfield board states its case for full-time public health nurse

Medfield board states its case for full-time public health nurse
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