03.23.2022 - By Taylor Schulte, CFP®
Today I’m kicking off a 2-part series on Roth conversions. Specifically, here in part one, I’m breaking down: What a Roth conversion is How a Roth conversion works Why Roth conversions are so popular If you’re ready to master the basics of Roth conversions, today’s episode is for you. Need tax and retirement planning help?