Also: Small-cap stocks, a bond-market warning, and two metals that might join the amazing rally for gold and silver.

When it comes to paying taxes, less is obviously better. In the last few years, that has meant a big push for converting any ...

I’m Taylor Sohns, CEO of LifeGoal Wealth Advisors, a Certified Investment Management Analyst (CIMA), and a Certified Financial Planner (CFP). The message here is straightforward: converting a ...

My wife and I are contemplating doing Roth conversions with part of our IRAs. We were thinking of doing monthly conversions, but don’t know if we should take the taxes due out of the conversions ...

Q. I’m getting ready to convert some of my IRA to a Roth IRA. I’m being told I should not have anything withheld for taxes. My understanding is that the whole purpose of converting to a Roth IRA is to ...