Do I need a Roth IRA conversion plan? I am 63-years-old and plan to retire in 2022. Most if not all of my money is in a 401(k) plan. When I retire, I'll likely roll that money into a traditional IRA. What's the best way to start converting those assets into a Roth IRA?
That's the question a reader posed to Jeffrey Levine, director of advanced planning at Buckingham Wealth Partners, in this episode of Ask the Hammer.
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