Tax Update: Considering a Roth conversion? Now might be your chance.
Given the recent volatility in the stock market, now might be a good time to consider a taxable Roth conversion.
Tax planning is large part of your overall wealth management strategy and is important to knowing what to expect and how to avoid any tax surprises.
By Kristin Carter, CPA – Vice President, Tax Officer As this challenging and unprecedented year comes to a close, there is still a small window of time to take stock of your tax situation and make some tax-advantageous moves for…