Weekend Reading For Financial Planners (August 8–9)
['Adam Van Deusen', 'Author', 'Cfp', 'Team Kitces', 'Sydney Squires', 'Philip Palaveev', 'Michael Kitces', 'Derek Tharp', 'Meghaan Lurtz']
Nerd's Eye View | Kitces.com
Nonetheless, there are many scenarios where clients might see that engaging in a Roth conversion could be a worthy risk to take.
However, the decision of whether to make a (partial) Roth conversion in a given year (and, if so, how much to convert) can benefit from considering several factors.
is the intersection of the potential conversion and Medicare Income-Related Monthly Adjustment Amount (IRMAA) brackets.
In the end, the ultimate value of a Roth conversion is a function of many factors.
(Meg Bartelt | Flow Financial Planning)Starting a financial planning firm can be both exciting and stressful.