Tag: Roth conversion
Thinking About a Roth Conversion? Here's When Vanguard Says It Makes Sense
Vanguard’s BETR analysis is a more precise method for determining whether an investor should consider...
Ask an Advisor: My Wife Did a $40K Roth Conversion in a Low-Tax Year. Does She Really Need to Wait 5 Years to Withdraw...
I encouraged my wife to take a $40,000 Roth conversion in a lower tax year. Even though she has...