Do you have an IRA?  Ever considered a ROTH conversion?  Financial expert Ed Slott points out that the Biden tax proposals are underscoring the triple crown of tax advantages provided by Roth conversions.  That, along with this year’s low tax rates, makes it a prime time to consider if you and/or your beneficiaries would benefit from a Roth conversion.

Check out more in our latest blog post by clicking here: The Triple Crown tax benefits of 2021 Roth conversions

To evaluate if a Roth conversion makes sense for you, please reach out to us.