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Investing - Theory, News & General • CFP or CPA to help with Roth conversion planning/analysis

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What should we be looking for as we embark on trying to figure out the optimal Roth conversion plan? I feel good about our overall retirement/investment plan but the roth conversion and tax stuff is a bit over my head. I looked at some of the tools and they also seem pretty complex and I am not sure we need/want an wealth management service.

I think we could muddle through but might not be optimizing things.

Statistics: Posted by jabbahop — Fri Dec 20, 2024 11:12 am — Replies 3 — Views 203



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