A Roth conversion can be a great financial planning strategy for the right person at the right time. A Roth-type account can provide numerous benefits to your portfolio, but you also need to be aware of the implications of doing a Roth conversion, especially as it relates to your current year tax bracket, Medicare premiums, and certain tax deductions and credits. Read our latest Artemis Brief to find out whether a Roth conversion makes sense for you.
Why Doctors Should Not Delay Financial Planning
Mark Haser, M.B.A., CFP®
March 15, 2022
Doctors face plenty of challenges throughout their day. They worry about the health of their patients, juggle research projects, and try to decipher the changes
