Roth Conversions – Does it Make Sense? 

Financial planning chart showing the long term tax benefits of Roth Conversion strategy

Among many of the topics that are appropriate to address at the end of the year financially, one of the most important is tax planning. Within that overarching topic is the more specific subject of Roth conversions. In short, a Roth conversion involves the distribution of some or all of your pre-tax IRA assets and […]