One married couple has a large age difference and needed to work through some challenging work/life balance decisions. We saw this as an opportunity to help them see each other’s position and come to a consensus. To this day, they are both quite effusive in their gratitude in helping them arrive in their retirement/second career arrangement and financial security.
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