Roth Conversions: Rules, Risks, and Ripple Effects
Oct 21, 2025
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By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
A fall checklist item: Help your clients who may benefit from Roth conversions. Here’s what you must know about deadlines, taxes, and the ripple effects on Medicare, Social Security, and estate planning.