How to Talk to Clients About Roth IRAs

You will be asked about and likely will recommend Roth IRAs in your financial advising practice. To best help your clients, here are the questions you should be prepared to answer about Roth IRAs.

I manage an $80K trust for a 15-year-old. How do I do deal with interfering relatives?

I plan to use the trust funds to contribute to a Roth IRA once my relative has earned income.” (Photo subjects are models.) - ...

9 retirement strategies for making the most of your required minimum distribution (RMD)

A Roth IRA conversion, sometimes referred to as a "backdoor Roth IRA," lets you transfer tax-deferred savings -- such as from ...

Liz Weston: What is a ‘advanced designation representative’ and must I choose one?

Liz Weston, Certified Financial Planner, is a personal finance columnist for NerdWallet. Questions may be sent to her at 3940 ...