Expecting Higher Taxes Post-Election? Consider This Investing Workaround

The American College of Financial Services
NerdWallet
December 17, 2020

With the 2020 election in the rearview mirror, many advisors and clients are considering what course of action to take if a new political administration brings with it higher taxes. For many, tools like a Roth IRA may be the best insurance policy against a tax increase in 2021.

Ross Riskin, CFP®/ChFC® Program Director, says there are pros and cons to converting retirement funds into different forms, and the various products available have different uses. Learn more in this piece from NerdWallet.

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