Talk of The Villages Florida - View Single Post - Roth Conversions
Thread: Roth Conversions
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Old 10-09-2024, 08:47 PM
lawgolfer lawgolfer is offline
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Default Charles Schwab
Quote:
Originally Posted by Tom52 View Post
Can anyone recommend someone like a tax pro who would help me determine the tax consequences of, and recommended amount to convert from a conventional IRA to a Roth IRA?
Transfer your IRA account to Schwab. You will have the services of an advisor at no cost. Also, there is no cost to trade in stocks and bonds.