
The Best Time to Start a Financial Plan is Now
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…
