For today’s workshop, we’ll be discussing Roth conversions.

This was a highly requested subject and to be honest, there are a lot of factors that go into this decision.

But, what we’ll do today is discuss when it may or may not make sense to consider a Roth conversion and how it could possibly impact your tax situation now and in the future.

We’ll follow up next week on another set of items to consider including state and estate taxes when considering this kind of planning.