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  • When You Should Convert To A Roth IRA

    by
    Doug Carey, CFA
    President
    WealthTrace
    Some investors convert a traditional IRA to a Roth IRA without understanding whether or not they really should. Usually the best time to convert to a Roth IRA is after retiring but before Social Security and Required Minimum Distributions (RMDs) begin.
    Full story
  • Long Term Care Insurance Versus Self-Insuring

    by
    Mike Porter
    Head of Sales and Support
    WealthTrace

    Accounting for long-term care is one of the trickiest parts of putting together a retirement plan. The uncertainty regarding long-term care is partly due to mispricing of long-term care insurance policies, which are a relatively new invention.
    Full story
  • Is Your Retirement Portfolio Ready For Inflation?

    by
    Mike Porter
    Head of Sales and Support
    WealthTrace
    Inflation can be detrimental--even destructive--to a retirement plan. You don't have to look too far these days for signs of inflation. Beef prices are up more than 12% over the last year, while pork and chicken are up in the high single digits.
    Full story
  • Should You Play the GameStop Game?

    by
    Mike Porter
    Head of Sales and Support
    WealthTrace
    We've got nothing to add to the GameStop saga--what happened and why, its David-vs-Goliath narrative (only half true), what more should be done to protect individual investors from themselves (if anything).
    Full story
  • Choosing Which Investments To Use First

    by
    Mike Porter
    Head of Customer Support
    WealthTrace
    You have choices to make about how you want to spend down retirement money. Once you stop working, which accounts do you want to use up first? Or does it make sense to spread it around, taking from multiple accounts at a time?
    Full story