
Lee Conrad
Former senior editorLee Conrad is a former senior editor of Employee Benefit News and Employee Benefit Adviser, and a former editor of Bank Investment Consultant.
Lee Conrad is a former senior editor of Employee Benefit News and Employee Benefit Adviser, and a former editor of Bank Investment Consultant.
Dividend income is taxed lower than interest yields. And for the federal taxes that apply, clients can take steps to minimize those as well.
The new tax law lowers the tax rates for many investors, allowing clients to enhance tax savings on the converted amount.
Seniors need to be mindful of enrollment deadlines with Medicare.
Congress is considering a proposal that would allow small companies to create a multiple-employer retirement plan to enable workers to build savings.
Some funds that were in the black still turned in a poor performance — it’s all relative.
More than two-thirds of retirees are making this mistake because they don't have a sustainable withdrawal plan, according to a new study.
Clients who intend to leave a legacy to their loved ones should consider using a Roth IRA.
A 20% gain sounds good, until you find out the category returned 30%.
If your clients are approaching their late 60s and wondering when to file, there is a second option where they stand to forgo the least amount of money.
Owning a home offers some benefits, such as the option for a reverse mortgage and certain tax breaks, but are they enough to offset the burdens involved?