Patrick Doherty, CFP®, CLTC®, ChSNC®, Senior Vice President, and Financial Advisor of Wealth Enhancement Group was featured by GOBankingRates in “7 Money Moves the Rich Will Make Before the End of the Year — and Why You Should, Too.” 

“Roth conversions are perfect for individuals with higher traditional IRA/401(k) balances who had a lower income year. Roth conversions allow you to take advantage of lower tax rates and build a tax-free bucket. They also provide an added benefit of lowering future RMDs and making your estate more tax efficient.” 

Access the full article written by Angela Mae here.