When creating a projection for one couple, we learned that they were on track for a major liquidity issue. We had a serious meeting and recommended that they would have to sell a few of their larger physical assets. It was difficult for them, but they did complete the sales and achieved financial stability as a result.
In today’s historically low tax environment, Roth IRA conversions are a popular consideration for building tax-exempt retirement savings. But should you consider it; why or