Why is it important to get money to tax free accounts? When I do a conversion, what do I need to think about? This episode describes ways we need to be cautious.

Three takeaways:

• Cash or Investments

• Don’t get tripped up

• Make it easy

* A Roth Conversion is a taxable event and may have several tax related consequences. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.