The Best Life

February 2009


A Guide to Roth IRA Conversions

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Converting the balances of your IRAs, 401(k) rollovers and other qualified retirement plans into Roth IRAs will become much more attractive next year because of changes in federal rules. Still, such conversions should be carefully considered by investors. It's not too early to begin planning for ...

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TAGS:
retirement
IRAs

A Dozen Tips for Older Taxpayers

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Although the government's stimulus program will provide tax relief in 2009, older taxpayers won't get any breaks on their 2008 returns. And after a year of wrenching losses on investments and falling home prices, the memory of 2008 may be particularly bitter at tax time. Still, the goal remains to ...

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TAGS:
retirement
taxes

4 Tips for Investing in Your Physical Wealth

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Getting healthy—and staying that way—is the best physical and financial insurance. Invest a dollar in better health today, and your future returns (in the form of lower health-care expenses) could far exceed earnings from stocks and bonds.

Concerns about future health-care expenses top the list of ...

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TAGS:
retirement

The New Rules of Reverse Mortgages

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Reverse mortgages allow qualified borrowers to tap the equity in their home, pay off their existing mortgage balance--and all the while live in their home as long as they're able. Now, recent changes in a federal loan program may make reverse mortgages attractive to millions more senior homeowners ...

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TAGS:
retirement
mortgages

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