4 minutes read
The Pros and Cons of Roth Conversions
Contributed by: Dale Shaw, CFP, RICP
As wealth advisors, one of the most common questions we address involves the value of Roth conversions as part of a comprehensive financial strategy. While Roth conversions can be a powerful tool for tax efficient retirement planning, they are not a one size fits all solution. It’s essential to weigh the advantages and disadvantages carefully, considering your unique…