Our clients are savvy consumers, and we encourage them to plan carefully for retirement. That means we welcome the opportunity to help take a long view on tax planning and map out long-term tax saving strategies.
Roth conversions are one such strategy. Rob Williams, a director of financial planning, retirement income and wealth management with Charles Schwab, offers the following tips: https://www.schwab.com/resource-center/insights/content/3-reasons-to-consider-roth-ira-conversion
Our team at Nichols & Company is here to help you measure the benefit of IRA conversions. Feel free to call our office at 614-891-5423 to make an appointment to discuss your personal situation.