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.
Key Takeaways from Our Disability Insurance Webinar
Mark Haser, M.B.A., CFP®
April 9, 2021
Back in March, I co-hosted a disability insurance webinar with Bill McKernan, Managing Director of the McKernan Financial Group. We shared insights on how high-income
