Don’t Forget the Roth Conversion for 2020
It’s been quite a year—and as the end of 2020 approaches, many will breathe a sigh of relief.
Before your mind moves to 2021, though, be sure to take advantage of our fee-only financial planning services and review your finances with a trusted TrueNorth Wealth advisor, as many tax laws have changed. Even though the year has been rough in a lot of ways, 2020 might still be a great year for many taxpayers to perform a Roth IRA conversion.