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For a Roth conversion, he wants to move investments at a low that has the best chance for big appreciation. For a regular withdrawal, like for an RMD, he wants to use a short-term bond or other asset ...

Owners of tax-deferred retirement accounts must begin making withdrawals at age 73 or 75 (depending on the year they were ...

Discover how to buy and invest in gold. Learn how buying gold works and factors to consider before investing.

"U.S. Treasurys are often considered the safest investment in terms of credit risk, given they're backed by the full faith and credit of the U.S. government," says Jason Gilbert, managing partner and ...