Stacy Francis Featured Article on Kiplinger: Is a Roth Conversion Right for You Before the Election?
By: Stacy Francis
October 24, 2024
Stacy Francis, President and CEO of Francis Financial, explains how you might want to consider a Roth conversion, if you’re concerned about possible tax policy changes ahead of the 2024 presidential election.
With all eyes on the tight presidential race between Vice President Kamala Harris and former President Donald Trump, some investors are taking matters into their own hands to prepare for potential policy changes instead of sitting on the sidelines. They are making tax-savvy and estate planning moves by contemplating Roth conversions to save on taxes and set their kids up financially no matter who ends up in the White House.
Learn more about the financial planning and wealth management process and contact Francis Financial today.