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ISHARES LIFEPATH TARGET DATE 2060 ETF

42.99

+0.23270.54%

Volume:5K

Turnover:203.04K

Market Cap:42.99M

PE:- -

High:43.03

Open:42.94

Low:42.94

Close:42.75

52wk High:43.82

52wk Low:35.66

Shares:1.00M

Float Shares:1.00M

Volume Ratio:0.67

T/O Rate:0.47%

Dividend:0.60

Dividend Rate:1.40%

ROE:--

ROA:--

PB:--

PE(LYR):- -

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Overview Company News Filings

Is My Wealth Manager's Fee Too High? I'm Paying 1.2%, but He's not Doing Much.

You Don't Have to be Rich to Start Investing. Here's a Simple Way to Begin.

You Don't Have to be Rich to Start Investing. Here's a Simple Way to Begin.

Global Forex and Fixed Income Roundup: Market Talk

We're in Our 50s and Have $1.5 Million in Traditional 401(k)s. is it Too Early to Start Roth Conversions?

We're in Our 50s and Have $1.5 Million in Traditional 401(k)s. is it Too Early to Start Roth Conversions?

Top News Today: Stocks Rise as Bond-Yield Volatility Subsides

When Your Bumper 401(k) is a Tax Problem Waiting to Happen

US Treasury Sell-Off: A Case of Misdiagnosis in Global Markets

We're in Our 50s and Have $1.5 Million in Traditional 401(k)s. is it Too Early to Start Roth Conversions?

We're in Our 50s and Have $1.5 Million in Traditional 401(k)s. is it Too Early to Start Roth Conversions?

We're in Our 50s and Have $1.5 Million in Traditional 401(k)s. is it Too Early to Start Roth Conversions?

We're in Our 50s and Have $1.5 Million in Traditional 401(k)s. is it Too Early to Start Roth Conversions?

USD/CHF (USDCHF) Is down 0.50% on Aug 19: Are Market Expectations Adjusting?

Stock Market News Today, 8/19/26 – Futures Wobble as FOMC Minutes, Middle East Tensions Loom

We're in Our 50s and Have $1.5 Million in Traditional 401(k)s. is it Too Early to Start Roth Conversions?

Dividend Low-Volatility ETFs Cement Role as Core Holdings Amid Market Swings, Huatai-PineBridge Fund Draws Over 11.7 Billion Yuan in a Year

I'm 63, a Retired CPA with a $1.2 Million 401(k). Do I Need to Bother with a Roth Conversion?

Dollar Falls Sharply on Fading Prospect of Federal Reserve Raising Rates

USD/CHF (USDCHF) Is down 0.51% on Aug 17: What Is Driving the Move?

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The last adviser we worked with lost a significant portion of our portfolio during the 2008-09 financial crisis, so we've been managing our investments ourselves ever since.If we continue working until 65 or 67, what would be a good Roth conversion strategy?Planning Our Roth ConversionsRelated: I'm 63, a retired CPA with a $1.2 million 401. Do I need to bother with a Roth conversion?Yes, it makes sense to start taking them now if you can stay within that tax bracket and maximize them when you retire and before you claim Social Security so your income is low.Taking a step back, this is a good problem to have, not an unusual one. 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The last adviser we worked with lost a significant portion of our portfolio during the 2008-09 financial crisis, so we've been managing our investments ourselves ever since.If we continue working until 65 or 67, what would be a good Roth conversion strategy?Planning Our Roth ConversionsRelated: I'm 63, a retired CPA with a $1.2 million 401. Do I need to bother with a Roth conversion?Yes, it makes sense to start taking them now if you can stay within that tax bracket and maximize them when you retire and before you claim Social Security so your income is low.Taking a step back, this is a good problem to have, not an unusual one. Typically, people who have retirement savings, particularly i","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ITDH","ITDE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661529707","title":"Top News Today: Stocks Rise as Bond-Yield Volatility Subsides","url":"https://stock-news.laohu8.com/highlight/detail?id=2661529707","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661529707?lang=en_us&edition=fundamental","pubTime":"2026-08-22 04:41","pubTimestamp":1787344860,"startTime":"0","endTime":"0","summary":"MARKET WRAPSSTOCKS: Stocks rose for the session but major indexes lost ground on the week amid concerns about rising oil prices and Treasury yields.TREASURYS: Treasury yields rose ahead of inflation d","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4213","BK4563","TLTW","US3Y.BOND","US2Y.BOND","NSSC","US5Y.BOND","US10Y.BOND","ITDH","TMF","TLT","US12M.BOND","US7Y.BOND","VOC","BK4157","US6M.BOND","US30Y.BOND"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661526936","title":"When Your Bumper 401(k) is a Tax Problem Waiting to Happen","url":"https://stock-news.laohu8.com/highlight/detail?id=2661526936","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661526936?lang=en_us&edition=fundamental","pubTime":"2026-08-21 17:30","pubTimestamp":1787304600,"startTime":"0","endTime":"0","summary":"Here's a good question for mid- and late-career workers: Do your traditional 401 or IRA accounts hold a large portion of your retirement savings?","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ITDE","ITDH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1135757035","title":"US Treasury Sell-Off: A Case of Misdiagnosis in Global Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=1135757035","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1135757035?lang=en_us&edition=fundamental","pubTime":"2026-08-21 08:16","pubTimestamp":1787271407,"startTime":"0","endTime":"0","summary":"When the 30-year US Treasury yield briefly surged past 5.3%, it triggered sharp pullbacks in AI-related equities worldwide and intensified volatility across global markets. The prevailing market...","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CIVG","ITDC","IEI","BK4585","ZBmain","ITDG","UBT","AVRY","BK4588","ITDH","NGHT","UTWY","LQ","ISHG","TLH","BBSB","IGOV","MINT","USVN","XBIL","BOXX","FITZ","ZTmain","USHY","TLTI","JPST","MYCN","HMOP","TLTX","EDV","BBIB","DBND","LIAJ","ZFmain","BNDW","FLGV","UBmain","BSV","UTRE","DUKX","TOAO","GLDB","BWZ","TSYW","BIL","BK4535","VGSH","TBT","TIP","SCHO","GOVT","UTHY","ZROZ","GBIL","MTNmain","SHV","VCIT","BK4561","BOND","SPQ","TYO","TLTW","MUNX","GOLY","IEF","MWNmain","TNmain","WAMA","BK4504","TBIL","TLT","TBJL","VGIT","BITC","BND","UFIV","ZNmain","EAOR","BK4581","SGOV","HFGM","VGLT","SHY","BBLB","TFJL","TMF","AGG","BWX","BK4550","TACK","LQD","EAOA","VCSH","MUB","HYG","RSSB"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661237650","title":"We're in Our 50s and Have $1.5 Million in Traditional 401(k)s. is it Too Early to Start Roth Conversions?","url":"https://stock-news.laohu8.com/highlight/detail?id=2661237650","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661237650?lang=en_us&edition=fundamental","pubTime":"2026-08-21 05:01","pubTimestamp":1787259660,"startTime":"0","endTime":"0","summary":"Our total debt is under $100,000 at a 3% interest rate.My thinking is to keep roughly six months' worth of living expenses in cash for emergencies and use excess cash to pay the taxes on Roth conversions, rather than withholding taxes from the converted amount itself.We don't have a financial adviser. The last adviser we worked with lost a significant portion of our portfolio during the 2008-09 financial crisis, so we've been managing our investments ourselves ever since.If we continue working until 65 or 67, what would be a good Roth conversion strategy?Planning Our Roth ConversionsRelated: I'm 63, a retired CPA with a $1.2 million 401. Do I need to bother with a Roth conversion?Yes, it makes sense to start taking them now if you can stay within that tax bracket and maximize them when you retire and before you claim Social Security so your income is low.Taking a step back, this is a good problem to have, not an unusual one. Typically, people who have retirement savings, particularly i","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ITDE","ITDH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660286775","title":"We're in Our 50s and Have $1.5 Million in Traditional 401(k)s. is it Too Early to Start Roth Conversions?","url":"https://stock-news.laohu8.com/highlight/detail?id=2660286775","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660286775?lang=en_us&edition=fundamental","pubTime":"2026-08-20 19:15","pubTimestamp":1787224500,"startTime":"0","endTime":"0","summary":"Our total debt is under $100,000 at a 3% interest rate.My thinking is to keep roughly six months' worth of living expenses in cash for emergencies and use excess cash to pay the taxes on Roth conversions, rather than withholding taxes from the converted amount itself.We don't have a financial adviser. The last adviser we worked with lost a significant portion of our portfolio during the 2008-09 financial crisis, so we've been managing our investments ourselves ever since.If we continue working until 65 or 67, what would be a good Roth conversion strategy?Planning Our Roth ConversionsRelated: I'm 63, a retired CPA with a $1.2 million 401. Do I need to bother with a Roth conversion?Yes, it makes sense to start taking them now if you can stay within that tax bracket and maximize them when you retire and before you claim Social Security so your income is low.Taking a step back, this is a good problem to have, not an unusual one. Typically, people who have retirement savings, particularly i","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ITDE","ITDH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660478523","title":"We're in Our 50s and Have $1.5 Million in Traditional 401(k)s. is it Too Early to Start Roth Conversions?","url":"https://stock-news.laohu8.com/highlight/detail?id=2660478523","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660478523?lang=en_us&edition=fundamental","pubTime":"2026-08-20 03:31","pubTimestamp":1787167860,"startTime":"0","endTime":"0","summary":"Our total debt is under $100,000 at a 3% interest rate.My thinking is to keep roughly six months' worth of living expenses in cash for emergencies and use excess cash to pay the taxes on Roth conversions, rather than withholding taxes from the converted amount itself.We don't have a financial adviser. The last adviser we worked with lost a significant portion of our portfolio during the 2008-09 financial crisis, so we've been managing our investments ourselves ever since.If we continue working until 65 or 67, what would be a good Roth conversion strategy?Planning Our Roth ConversionsRelated: I'm 63, a retired CPA with a $1.2 million 401. Do I need to bother with a Roth conversion?Yes, it makes sense to start taking them now if you can stay within that tax bracket and maximize them when you retire and before you claim Social Security so your income is low.Taking a step back, this is a good problem to have, not an unusual one. Typically, people who have retirement savings, particularly i","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ITDE","ITDH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660742407","title":"We're in Our 50s and Have $1.5 Million in Traditional 401(k)s. is it Too Early to Start Roth Conversions?","url":"https://stock-news.laohu8.com/highlight/detail?id=2660742407","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660742407?lang=en_us&edition=fundamental","pubTime":"2026-08-20 00:16","pubTimestamp":1787156160,"startTime":"0","endTime":"0","summary":"Our total debt is under $100,000 at a 3% interest rate.My thinking is to keep roughly six months' worth of living expenses in cash for emergencies and use excess cash to pay the taxes on Roth conversions, rather than withholding taxes from the converted amount itself.We don't have a financial adviser. The last adviser we worked with lost a significant portion of our portfolio during the 2008-09 financial crisis, so we've been managing our investments ourselves ever since.If we continue working until 65 or 67, what would be a good Roth conversion strategy?Planning Our Roth ConversionsRelated: I'm 63, a retired CPA with a $1.2 million 401. Do I need to bother with a Roth conversion?Yes, it makes sense to start taking them now if you can stay within that tax bracket and maximize them when you retire and before you claim Social Security so your income is low.Taking a step back, this is a good problem to have, not an unusual one. Typically, people who have retirement savings, particularly i","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ITDH","ITDE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660289423","title":"USD/CHF (USDCHF) Is down 0.50% on Aug 19: Are Market Expectations Adjusting?","url":"https://stock-news.laohu8.com/highlight/detail?id=2660289423","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660289423?lang=en_us&edition=fundamental","pubTime":"2026-08-19 20:40","pubTimestamp":1787143218,"startTime":"0","endTime":"0","summary":"• USD/CHF declined due to broad U.S. dollar weakness and shifting Fed expectations.\n• Swiss franc gained support from strong Q2 economic growth and safe-haven demand.\n• Technical indicators show a neutral MACD, neutral RSI, and sell Williams %R.","market":"nz","thumbnail":"https://resource.tradingkey.com/uploads/20260609/cryptocurrencies-4-afaddfdff1384f53af6237969b7d03a1.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260609/cryptocurrencies-4-afaddfdff1384f53af6237969b7d03a1.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/news/market-movers/262118147-market-movers-usdchf-20260819","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["EMPB","CGDV","US10Y.BOND","EUFX","US3Y.BOND","HIDV","BINT","MDPL","US7Y.BOND","WLDR","FLXI","US5Y.BOND","VOOV","USD","KOOL","BAMO","CAOS","CROC","PLGI","SDHY","US2Y.BOND","ILCV","IMCG","JULD","QIS","BKIV","MDLV","FT","DBMF","ET","IUS","NELS","RORO","USDCHF.FOREX","BAMA","FXF","EQRR","ITDH","VTV","US6M.BOND","RULE","DIVZ","US30Y.BOND","DVUT","PSQ","CLIX","FITZ","US12M.BOND","EQIN","CDIG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660944181","title":"Stock Market News Today, 8/19/26 – Futures Wobble as FOMC Minutes, Middle East Tensions Loom","url":"https://stock-news.laohu8.com/highlight/detail?id=2660944181","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660944181?lang=en_us&edition=fundamental","pubTime":"2026-08-19 17:40","pubTimestamp":1787132444,"startTime":"0","endTime":"0","summary":"U.S. stock futures traded mixed ahead of Wednesday’s trading session as investors awaited minutes from the Federal Reserve’s latest meeting fo...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/stock-market-news-today-8-19-26-futures-wobble-as-fomc-minutes-middle-east-tensions-loom?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/stock-market-news-today-8-19-26-futures-wobble-as-fomc-minutes-middle-east-tensions-loom?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["MDPL","EQIN","PTLC","ISSXF","ITDH","US3Y.BOND","EQRR","FARX","BGH","BAMA","CAOS","US30Y.BOND","US12M.BOND","US5Y.BOND","BAMO","AMZY","PBQQ","GDMA","CGDV","PSQ","BKIV","EMPB","KHPI","FOMC","PEMX","OCTU","FDLO","EBND","OCTM","DBMF","HYIN","APOC","FT","US2Y.BOND","HF","GXDW","MYCI","OOSP","US6M.BOND","KOOL","JULD","OGSP","HIDV","LALT","US7Y.BOND","FLSP","JPO","US10Y.BOND","ARKD","FLDZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660449362","title":"We're in Our 50s and Have $1.5 Million in Traditional 401(k)s. is it Too Early to Start Roth Conversions?","url":"https://stock-news.laohu8.com/highlight/detail?id=2660449362","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660449362?lang=en_us&edition=fundamental","pubTime":"2026-08-19 17:15","pubTimestamp":1787130900,"startTime":"0","endTime":"0","summary":"Our total debt is under $100,000 at a 3% interest rate.My thinking is to keep roughly six months' worth of living expenses in cash for emergencies and use excess cash to pay the taxes on Roth conversions, rather than withholding taxes from the converted amount itself.We don't have a financial adviser. The last adviser we worked with lost a significant portion of our portfolio during the 2008-09 financial crisis, so we've been managing our investments ourselves ever since.If we continue working until 65 or 67, what would be a good Roth conversion strategy?Planning Our Roth ConversionsRelated: I'm 63, a retired CPA with a $1.2 million 401. Do I need to bother with a Roth conversion?Yes, it makes sense to start taking them now if you can stay within that tax bracket and maximize them when you retire and before you claim Social Security so your income is low.Taking a step back, this is a good problem to have, not an unusual one. Typically, people who have retirement savings, particularly i","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ITDH","ITDE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1185482293","title":"Dividend Low-Volatility ETFs Cement Role as Core Holdings Amid Market Swings, Huatai-PineBridge Fund Draws Over 11.7 Billion Yuan in a Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1185482293","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1185482293?lang=en_us&edition=fundamental","pubTime":"2026-08-18 14:00","pubTimestamp":1787032834,"startTime":"0","endTime":"0","summary":"Geopolitical tensions flared up once again yesterday. With the expiration of the US-Iran memorandum of understanding followed by a hardening of stances from both sides, risk appetite cooled rapidly,...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["512890","AVRY","FITZ","RSSB","SPQ","DUKX","TACK","TOAO","HFGM","ITDC","ITDH","EAOA","GLDB","LQ","EAOR","ITDG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660752432","title":"I'm 63, a Retired CPA with a $1.2 Million 401(k). Do I Need to Bother with a Roth Conversion?","url":"https://stock-news.laohu8.com/highlight/detail?id=2660752432","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660752432?lang=en_us&edition=fundamental","pubTime":"2026-08-18 05:01","pubTimestamp":1787000460,"startTime":"0","endTime":"0","summary":"'I don't expect my marginal tax rate to be materially different in the future'\"My spouse is 73 and is already taking required minimum distributions .\" Dear Quentin,I'm 63, retired, and living off my savings until Medicare, Social Security and a small pension begin at 65. I plan to claim Social Security before 67.My financial adviser is recommending Roth conversions, but I'm a retired CPA, and based on my projections, I don't expect my marginal tax rate to be materially different in the future. My spouse is 73 and is already taking required minimum distributions .Our liquid assets consist of roughly: $1.2 million in my 401 and $500,000 in taxable and Roth accounts.My spouse is financially secure independent of my retirement assets.So I'm wondering whether I'm missing something. If my marginal tax rate is likely to be about the same whether I convert now or pay the tax later, is there a meaningful advantage to doing Roth conversions in my situation?","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1043141396.HKD","BK4532","LU0006061336.USD","NERD","BK4588","LU0823417737.USD","CPA","LU2506952170.USD","LU1430594728.SGD","BK4533","LU1236620834.HKD","BK4577","BNGE","BK4585","LU0994945656.USD","LU1236620750.USD","EA","LU0426417589.USD","LU1585245621.USD","LU2247934214.USD","LU2506951875.HKD","LU0640476718.USD","ESPO","HERO","LU2506952097.USD","ITDE","LU0823417653.USD","BK4500","BK4008","LU1043141123.HKD","LU0426412945.USD","ITDH","LU2506951958.HKD","LU1280957306.USD","BK4085","LU0950375773.USD","LU1121112475.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660748511","title":"Dollar Falls Sharply on Fading Prospect of Federal Reserve Raising Rates","url":"https://stock-news.laohu8.com/highlight/detail?id=2660748511","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660748511?lang=en_us&edition=fundamental","pubTime":"2026-08-17 16:52","pubTimestamp":1786956720,"startTime":"0","endTime":"0","summary":"The dollar fell to a 10-week low against a basket of currencies on Monday, reflecting doubts over whether the Federal Reserve will raise interest rates this year.Recent U.S. data, including weak jobs ","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["US5Y.BOND","FITZ","CDIG","EOPS","QUSA","US3Y.BOND","BGH","CGDV","VEXC","SOVF","MFMO","SSEUF","AMZY","OCTU","APOC","BAMA","HIDV","US12M.BOND","MDPL","NELS","OOSP","EBND","HFEQ","HF","SDHY","XBFR","KOOL","US30Y.BOND","NQLT","QLDY","PRIV","FT","SPBW","US7Y.BOND","NSCI","SPBX","RAAA","US2Y.BOND","JADB","IALT","LALT","US6M.BOND","BKIV","ITDH","PAYH","PSQ","US10Y.BOND","SGRT","RJZ","FDLO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660483517","title":"USD/CHF (USDCHF) Is down 0.51% on Aug 17: What Is Driving the Move?","url":"https://stock-news.laohu8.com/highlight/detail?id=2660483517","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660483517?lang=en_us&edition=fundamental","pubTime":"2026-08-17 15:30","pubTimestamp":1786951815,"startTime":"0","endTime":"0","summary":"• Disappointing US macroeconomic data and lower Treasury yields caused broad USD weakness.\n• Geopolitical tensions and strong domestic fundamentals increased demand for the Swiss franc.\n• Technical indicators show mixed signals with RSI at 49.516 and Williams %R at 66.686.","market":"sg","thumbnail":"https://resource.tradingkey.com/uploads/20260609/cryptocurrencies-4-afaddfdff1384f53af6237969b7d03a1.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260609/cryptocurrencies-4-afaddfdff1384f53af6237969b7d03a1.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/news/market-movers/262111187-market-movers-usdchf-20260817","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["EUFX","BAMA","AGGZ","USDCHF.FOREX","IUS","FITZ","MDLV","BKIV","EQRR","IMCG","CGDV","FT","BAMO","RULE","ARP","FLV","TCTL","CROC","DIVZ","FLXI","ITDH","SPCT","KLCD","CDC","RHTX","JULD","LCG","FXF","PLGI","SDHY","MDPL","SAMT","SDOG","FSZ","DVUT","EQIN","ESLV","QIS","PPI","CGVV","EMPB","DBMF","ET","HIDV","PSQ","VTV","ILCV","RORO","VOOV","KOOL"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":7,"pageCount":2,"totalSize":137,"code":"91000000","status":"200"}]}}