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Kiplinger
Kiplinger
Business
Stacy Francis, CFP®, CDFA®, CES™

Is a Roth Conversion Right for You Before the Election?

A man has a thoughtful look on his face as he looks into space.

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.

Protections from tax policy changes

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