This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The
Financial columnist Gail MarksJarvis lays out planning strategies fortaxes , Social Security, Medicare, and more, that retirees and pre- retirees should keep in mind amid U.S. budget uncertainty.
With the uncertainty surrounding tax rates in 2011 and beyond, Vanguard's Maria Bruno thinks investors should wait until taxes are actually due before making a decision on the treatment of a Roth conversion.