Traditional IRAs, Roth IRAs and 401 (k)s, Oh My!

Embarking on your financial planning journey can seem overwhelming – at first. A common question that is asked is about the process of converting a traditional IRA to a Roth IRA, and any potential tax liabilities involved. There are additional considerations if 401 (k)s are one of your portfolio’s moving parts. A multi-year strategy may optimize tax benefits. I was quoted in a recent article addressing this subject in MarketWatch.