August 5, 2020 Tax Update

 Want to convert a traditional IRA to a Roth? Now might be a good time to consider it.  You’ll have to pay income tax on the converted funds for the year of the switch, but once the money is in the Roth IRA, future earnings, and distributions that you take from the account are tax-free. […]

August 5, 2020 Tax Update Read More »