Editorial Staff

High front-end fees, complex payouts and a lack of dividend income are among the reasons.

High front-end fees, complex payouts and a lack of dividend income are among the reasons.

The proceeds can be used to pay the tax bill from converting a 401(k) and traditional IRA into a Roth account.

The proceeds can be used to pay the tax bill from converting a 401(k) and traditional IRA into a Roth account.

Instead, focus on things as they are today, and the most likely scenario for tomorrow, while remaining flexible enough to accommodate changing circumstances.

Instead, focus on things as they are today, and the most likely scenario for tomorrow, while remaining flexible enough to accommodate changing circumstances.

Now may be the best time for retirees to make charitable donations, do a Roth conversion, and incur more qualified medical expenses to meet the threshold and qualify for a tax deduction.

Now may be the best time for retirees to make charitable donations, do a Roth conversion, and incur more qualified medical expenses to meet the threshold and qualify for a tax deduction.

Investors should take market volatility as an opportunity to engage in year-end tax planning that includes strategies such as tax-loss harvesting.

Investors should take market volatility as an opportunity to engage in year-end tax planning that includes strategies such as tax-loss harvesting.