Roth Conversions
Hi Terry, I’m a long-time follower of your columns and advice! Do you know if there are financial advisors that specialize in Roth Conversions? It seems like most advisors are trying to sell the “holisitic” financial review, but I’m only interested in having someone help me analyze whether or not it makes sense for me to do Roth Conversions (I’m recently retired but have limited post-tax money). Thanks, Jeff
Terry Says
You’ll find answers to your question here: https://www.terrysavage.com/roth-conversions-2/
It explains software that allows you to do this yourself, the decision process — OR find a trained advisor to help you.
