Are You in the Roth Conversion Zone?
Retirees younger than 70 could see benefits of a Roth conversion, but investors need to proceed with caution, says Vanguard senior investment analyst Maria Bruno.
Christine Benz: Many investors wrestle with whether to convert their traditional tax-deferred assets to Roth. I recently chatted with Vanguard senior investment analyst Maria Bruno about considerations to bear in mind before converting.
Maria, thank you so much for being here.