Working from home? It’s a Great Time to Complete These 6 Financial Tasks You’ve Been Putting Off
This isn’t a task for everyone, but if you’ve been considering a conversion, now might be a good time to do it, says Garrett Taylor, a chartered retirement planning counselor at Coastline Wealth Management. "Converting traditional IRA assets at depreciated values will save money on tax, then clients get the benefit of rebound and appreciation in the Roth IRA.
CNBC.com, March 13, 2020