What is a Roth Conversion and should I do one?

Are you the gambling sort? Do you think taxes will be higher in the future, especially during your retirement? Then a Roth conversion strategy might allow you to operate from a position of strength when it comes to your retirement planning. if only it were that easy! There are pros and cons. Before you consider this potentially tax-saving strategy, you have must know the ins and outs!


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Are your 401(k) costs going up?

As if things weren’t hard enough, this headline caught my eye the other day. As 401K Assets Fall, Investors Could Pay Higher Fees. Here’s some background: As part of the CARES act, 401(k) participants