When working with clients Chip observes that people are not spending the money they have, especially in their IRA accounts. Chip points out a few things to consider when transitioning from retirement savings to retirement spending.
3 Questions to Ask Before Converting to a Roth IRA
June 16, 2025
Before converting to a Roth IRA, ask these 3 key questions about taxes, timing, and payment strategy to avoid costly mistakes and maximize long-term benefits.
