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To Convert or Not to Convert? That is the Question.

Financial Education, Retirement SavingsBy Kristi SullivanJanuary 22, 2024

No, not religions, although after the holidays spent with warring family factions, some people do question their faith. Last week, I explained the basics of Roth conversions.  For a little more detail, here are some pros and cons making this transaction. Pros Tax Free Withdrawals in Retirement: The big news when Roth IRAs were invented…

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Fee-only, advice-only financial planning for individuals and families in the Denver metro area. Kristi Sullivan, CFP®, is a registered investment adviser in the state of Colorado.

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