Everyone knows that colleges’ costs are out of control. It used to be that the most expensive colleges in this country cost $30,000 and then $40,000. And now dozens of colleges have blown past the $50,000 mark. None of this is news, but here...
There is an alternative planning opportunity for clients who are intrigued by the benefit of tax-free growth of a Roth conversion, but who ultimately reject the strategy because of the income tax liability triggered on the full IRA balance at...