A Roth conversion, in brief, allows investors to move their money from a tax-deferred account to a tax-exempt one. It has a ...
Index funds have basically become the default recommendation for retirement investing, and for good reason, as low fees, ...
What is a Roth conversion ladder? First, let’s start with the Roth IRA. A Roth IRA is a retirement account that allows investors to enjoy tax-free growth and make tax-free withdrawals in retirement.