May 18, 2022 - By Frank Corrado, CPA, CFP®, RLP. When and why you might consider a strategic Roth conversion. A Roth IRA conversion allows you to turn a traditional IRA or 401(k) into a Roth. The value of the assets converted will draw tax,
Roth
Converting to a ROTH? You May Want to Think Twice
By Mallon FitzPatrick, CFP April 27, 2022 - If clients know one thing about the difference between a traditional individual retirement account (IRA) and a Roth IRA, it’s typically that the former enables “tax-deferred” contributions while the
