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.
Washington debate raises appeal of Roth IRAs
Chris Hennessey, November 5, 2013
With the continuing budget debate on Capitol Hill, the future for tax rates may appear uncertain. A Roth IRA conversion can be a strategic move for clients to hedge against tax rate increases, and shore up tax diversification strategies in retirement. Hear more about these and other strategies for Roth conversions.