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.
Financial Planning Strategies for the Blue Wave
Mark Haser, M.B.A., CFP®
September 27, 2020
The financial planning implications of a Biden presidency are extremely broad. Given the expansive nature of the potential changes, I am focusing this post on
