Video: Consider a Roth to prepare for future taxes

Bill Cass, CFP®, CPWA®

Bill Cass, CFP®, CPWA®, 10/14/20

With the possibility of higher tax rates in the future, investors may want to consider strategies that can be implemented now. A Roth IRA conversion is one strategy that could provide tax-free income in retirement and mitigate future tax liability. In the video, I discuss the steps to follow when considering a Roth.

Watch the video.