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.
MA Paid Family and Medical Leave (PFML)
Mark Haser, M.B.A., CFP®
June 26, 2021
In January 2021, Massachusetts began offering a new Paid Family and Medical Leave (PFML) benefit for anyone who works in the state. With the birth
