Your approach should be far more of an art rather than a hard-and-fast science.

When it comes to retirement planning, Roth conversions can be a powerful strategy to optimize your financial future. But it is important to keep in mind that a multi-year conversion strategy requires forecasting, telling the future. As such, it is crucial to keep these projections in perspective and avoid over-committing to a single approach. By leveraging Roth conversion projections…





