Most investors can benefit from using an incremental Roth conversion strategy for 403(b) plans. That way, you only convert what you can afford to pay taxes on each year. You don’t want your Roth conversion to cost more than it has to.
RichLife Advisors is dedicated to being your go-to resource for information needed to make informed decisions about all aspects of retirement. Founder and visionary, Beau Henderson, has dedicated his life to helping others plan for theirs through his many bestselling books, serving as a local and national media resource, hosting educational events, writing regular blogs, and hosting weekly radio and podcast shows.
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