5 Reasons to Convert to a Roth Before 2021 Ends

Oct 29, 2021 / By Debra Taylor, CPA/PFS, JD, CDFA
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Q4 has always been an ideal time to consider Roth conversions for clients, but with potential tax law changes on the horizon, now is really the time to consider converting traditional IRAs to Roth IRAs. These practice tips and communication strategies will help you get the job done efficiently.

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