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Kiplinger
Kiplinger
Business
José Echeverri

A Roth Conversion Alternative That Addresses Long-Term Care

A stethoscope sits on top of cash next to a calculator.

You’ve worked hard for decades and saved diligently. You’re a Baby Boomer just a few years from retirement and feel you’ve planned well for it.

But like many nearing the finish line of their working life, you’re concerned about two things in particular — taxes and long-term care — and how those factors could affect your projected retirement lifestyle. Dealing with both may require adjusting parts of your plan.

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