Financial Advisers Want $5K to Do My Roth Conversions. Will They Really Help Me Avoid Tax?

A 66-year-old retiree with more than $1 million in an IRA is exploring Roth conversions and is skeptical of advisors who claim they can convert funds without triggering taxes. Experts recommend working with credentialed fiduciary professionals like CFP® professionals or CPAs. CFP Board’s website is a great first step in finding a CFP® professional who meets their needs.

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