Client Service

Which Clients Are Suited for Roth Conversions?

For some clients there are major potential benefits in converting pre-tax retirement plan accounts to a Roth account. For others it’s a pretty bad idea and can lead to large unexpected tax bills and other challenges.  

Creating Individual DBs With State Support

Academic scholar and adviser to the Georgetown Center for Retirement Initiatives shares his ideas for creating state-supported “individual DBs” to bring workplace retirement benefits to more private-sector workers.