Should I Do a Roth Conversion This Year?
Paying the IRS may be unavoidable, but there are strategies available to help reduce your tax burden. Watch to discover last-minute planning opportunities for the 2024 tax season and gain insight into upcoming changes that will affect your 2025 taxes—along with proactive steps to help you “master” the strategies that will save you in the long run.
Speakers:
- Thomas Stedman, CFP®, EA, Financial Consultant
- Dana Vosburgh, CFP®, Managing Director of Advisory Services
If you’d like to discuss your tax plan, and learn opportunities for potential savings, you can schedule a call with a member of our team any time. We’re here to help!
2026 Tax & Planning Guides
Download these quick reference guides for all you need to know about taxes, Social Security, and Medicare for the 2026 tax year in just one place.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
