Welcome to Roth-tober Should You Carve Out a Roth Conversion This Year? by Tricia Bush, CPA, CFP® CPA, CFP® Owner, AAA Advisory LLC October isn’t just about pumpkins, costumes, and candy—it’s also the time of year many in the financial world lovingly call “Roth-tober.” Why? Because it’s often the perfect season to consider a Roth…

by Tricia Bush, CPA, CFP®, Partner, Bestgate Advisors Gone are the days when a pension was the golden ticket to a secure future. With the evolving landscape of employment and the diminishing prevalence of pensions, the responsibility for retirement savings has shifted to the individual. One of the most common ways for individuals to save…