Personal Finance

Roth conversions are up in 2024 — but it's not always a 'slam dunk,' accountant says

There's an uptick in Roth conversions in 2024, according to Fidelity Investments. Here's how to know if the strategy is right for your portfolio.

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May 29, 2024 - 08:00
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Roth conversions are up in 2024 — but it's not always a 'slam dunk,' accountant says
There's an uptick in Roth conversions in 2024, according to Fidelity Investments. Here's how to know if the strategy is right for your portfolio.
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