3 Roth Conversion Case Studies: Start Your Conversion Analyses Now

May 8, 2023 / By Debra Taylor, CPA/PFS, JD, CDFA
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With the markets still muted, Roth conversions are effectively “on sale.” So now is the time to run a multi-year Roth conversion analysis for any client with a $1 million or more in a traditional IRA. Don’t wait until Q4, when the markets may have recovered.

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