06/03/2024
Here is a great article from Kiplingers on Roth Conversions. If you are considering doing a Roth Conversion, we would love to help you figure out if it makes sense for you. We can start with a complimentary Roth Conversion Snapshot by going to www.rothconversionsnapshot.com.
https://www.kiplinger.com/retirement/roth-ira-conversion-6-reasons-it-makes-sense
Avoiding higher taxes in retirement, having no RMDs and leaving your heirs a tax-free inheritance are just some of the reasons to switch to a Roth IRA.
