Roth IRA Conversions: Planning for New Opportunities
Roth IRAs allow you to grow your assets, take withdrawals, and pass assets to your heirs tax-free*. Sounds great! So great that up until now the IRS imposed significant limitations on who could contribute and convert their IRA(s) to a Roth.
Candy is the president and former lead financial planner of Candy J. Lee Financial Planning and Money Management which she founded in 1992, until she retired from providing financial planning and investment advice to individuals June 1, 2016.