Why A Roth IRA Conversion May Make Sense For You

By Heather, CPA (Balance With Purpose)

It’s a new year, and there are many tax law changes going into effect that promise to keep life interesting and tax professionals busy. As a CPA, I like to think of this as job security.

Today, I’m highlighting one of my favorite tools to use for tax planning and saving for the future–the Roth IRA.

First, let’s look at the basics:

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