An In-Plan Roth Conversion Can Help Manage Taxes on Your Nest Egg

Charles Sachs, chief investment officer of Kaufman Rossin Wealth, was interviewed by  The Street to discuss how the in-plan Roth conversion can be a powerful tool in building your retirement plan.

Article Excerpt: “Charles Sachs said Roth conversions are always a function on whether to pick up the conversion amount as ordinary income in a particular year. “With those who have had a drop in income this year it is a great strategy to consider,” he said.

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Charles Sachs, CFA, CFP®, is a Chief Investment Officer at Kaufman Rossin Wealth, LLC, a Registered Investment Adviser.