While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider a Roth conversion, and who should stay away? We've got your biggest questions answered.
You may have financial questions—most revolving around the accumulation, preservation and transfer of wealth. How do I build more wealth? How do I protect what I have? How do I transfer it tax-efficiently to my heirs? How do I structure my charitable giving for maximum impact?
Tim Starkey, a Certified Financial Planner® and Chartered Financial Consultant® with over 15 years of experience discusses these topics and more. Tim loves communicating with people about their wealth and helping them work towards achieving what is most important to them. Here, he discusses common money questions you may (or should) be wondering about.