Getting an early start on a Roth conversion may optimize the strategy
A benefit of a Roth conversion is that investors may change their minds. An early start gives investors more time to assess the value of the strategy.
Putnam Wealth Management
Preserving and sustaining wealth for the future
Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.
There is still time to be tax-smart before year-end
The end of the year is approaching but there are still tax-smart strategies that may be implemented.
