With the possibility of higher tax rates in the future, investors may want to consider strategies that can be implemented now. A Roth IRA conversion is one strategy that could provide tax-free income in retirement and mitigate future tax liability. In the video, I discuss the steps to follow when considering a Roth.
Watch the video.
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For informational purposes only. Not an investment recommendation.
This information is not meant as tax or legal advice. Please consult with the appropriate tax or legal professional regarding your particular circumstances before making any investment decisions. Putnam does not provide tax or legal advice.
