Converting to a Roth IRA Let’s Do This Together There is an election coming up in November. Eventually, Congress will wake up to the need to reduce our massive
What is a Roth conversion? A Roth conversion is the conversion of the tax type from Traditional to Roth. Funds and/or assets transfer from a Traditional account to a Roth account. Because the
If you have completed a conversion from a Traditional IRA to a Roth IRA, congratulations! However, if not, the next few weeks before the tax code is likely to change
Do you have an IRA? Have you ever considered a Roth Conversion? You might already know the advantages of converting to a Roth IRA. After age 59.5, all distributions
