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Will v. Trust: Which One is Better? Thumbnail

Will v. Trust: Which One is Better?

Deciding between a revocable living trust and will is often misguided. Typically, a revocable living trust is drafted alongside a pour-over will to provide many benefits. It may be time to revisit your estate plan with your attorney and your CFP®.

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401k Rollovers: To Roth or Not to Roth – 7 Fiduciary Questions Thumbnail

401k Rollovers: To Roth or Not to Roth – 7 Fiduciary Questions

In the article "401k Rollovers: To Roth or Not to Roth – 7 Fiduciary Questions" appearing in Fiduciary News, Steve Martin, JD, CPA, CFP®, provided insight on the pros and cons of converting 401k to the Roth IRA. Steve explains how a tax bomb may be waiting for those individuals that have relatively higher amounts in Traditional IRAs in their later retirement years due to the Required Minimum Distributions.

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