<p>Fidelity says that Roth conversions are up 76% compared to this time last year. Monica and Jackie explain why now could be a great time for Roth conversions, and also discuss the importance of both parties being present when planning retirement for a couple.</p>

Fidelity says that Roth conversions are up 76% compared to this time last year. Monica and Jackie explain why now could be a great time for Roth conversions, and also discuss the importance of both parties being present when planning retirement for a couple.

A rush to Roth and how to plan for couples

Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s. For over 30 years Jackie has helped adults build successful retirements. Here we talk about current market trends and headlines that affect your finances. We also offer solutions and opportunities to help you retire successfully.

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A rush to Roth and how to plan for couples

A rush to Roth and how to plan for couples