Roth Conversion

In this episode we sit down with Stacy Murray to discuss the strategies and benefits behind Roth IRA conversions. With President Biden and Congress looking at a federal tax increase in 2021, this may be the time to consider converting savings from a traditional IRA into a Roth account for tax friendly features that benefit retirees and their families. Stacy is a Certified Public Accountant and continues to be an invaluable addition our team of advisors.

View Stacy's Article on Roth IRAs