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.
2022 Required Minimum Distributions (RMDs) – Important Update
Mark Haser, M.B.A., CFP®
January 20, 2022
The IRS recently put forth a new set of life expectancy tables for the first time in 20 years. This new table has a longer
