New rules allow savers between 60 and 63 years old to add more to their 401(k)s and IRAs.
While Roths have their benefits, sometimes switching is a bad idea.
Registered index-linked annuities have found fans among near-retirees who still seek growth potential from their assets.
Fourth-quarter gross profits for the nation's largest independent broker-dealer were more than $1.2 billion.
Some economists worry that homes in disaster-prone areas could become uninsurable.
Edelman claims Mariner CEO Marty Bicknell personally participated in the advisor poaching.
The Succession Resource Group report found that advisor valuations have returned to historic norms.
Some advisors say investors do not fully understand the sector's risks.
That trend reversal would come thanks to anticipated interest rate changes.
Roth conversions have their benefits, but sometimes they're a bad idea, advisors say.