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401k Rollovers: To Roth or Not to Roth – 7 Fiduciary Questions Thumbnail

401k Rollovers: To Roth or Not to Roth – 7 Fiduciary Questions

In The News Retirement Taxes

In the article "401k Rollovers: To Roth or Not to Roth – 7 Fiduciary Questions" appearing in Fiduciary News, Steve Martin, JD, CPA, CFP®, provided insight on the pros and cons of converting 401k to the Roth IRA.  Steve explains how a tax bomb may be waiting for those individuals that have relatively higher amounts in Traditional IRAs in their later retirement years due to the Required Minimum Distributions.