Skip to content
The Art of Financial Planning
  • About
  • Financial Planning
  • Investing Intelligence
  • Millennials
  • Work With Us

roth conversions

Should You Consider a Roth Conversion This Year?

March 11, 2025March 11, 2025 Jared Friedman CFP®Financial Planning

A Roth IRA offers a powerful way to create tax-free income in retirement, especially if it aligns with your long-term financial strategy. Since Roth IRA contributions are made with after-tax dollars, qualified withdrawals can be entirely tax-free, provided IRS requirements […]

Read more

Join The Art of Financial Planning to Get Free Financial Resources!

Click Here

Recent Posts

  • How to Make Your Mortgage Work for Your Bigger Financial Picture
  • Beyond the S&P 500: Opportunities for Diversification
  • What Debt, Deficits, and the Moody’s Downgrade Mean for Investors
  • Special Update: What U.S.-China Trade Progress Means for Investors
  • Lessons from Warren Buffett for Today’s Market

The Pocket Financial Planner

Jared Friedman CFP®

The Art of Financial Planning is a blog that focuses on financial planning and  money management. I work at Redwood Financial Planning.  Learn more here.

Subscribe Today!

Advisory Services offered through Redwood Financial Planning, a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Redwood Financial Planning and its representatives are properly licensed or exempt from licensure.

Privacy Notice

Show Buttons
Hide Buttons