Married Couples — Insights | Stordahl Capital Management

Posts tagged Married Couples

Does It Matter Which Spouse Converts Their Traditional IRA to a Roth IRA?

Here are factors for spouses to consider when making Roth IRA conversions.

Retirement planningJoan Koss, MBA, CFP®, ChFC®, FSCP®, LUTCF®January 30, 2023IRA, Roth IRA, IRA Conversion, SECURE Act 2.0, Married Couples, Tax Planning