Did you recently retire? If so, your work-related income has likely declined.  This being the case, a Roth conversion could make sense for you this year.  However, be careful not to put yourself in a higher tax bracket.  Find out how we can help you decide if a Roth conversion makes sense for you.

Author: Brett Fry

Brett is the Managing Director of our office in Dallas, TX. In his current role, Brett oversees all aspects of client relationships whether that be creating financial plans, managing investment portfolios, or coordinating tax, estate, or insurance strategies with other professionals in this network. Brett's expertise in portfolio management, planning for the sale of a business, managing concentrated stock positions and helping young professionals accumulate wealth enables him to guide clients through their continuously changing financial decisions.