The right Roth conversion can save you thousands of dollars in taxes when used correctly
Bryan Jepson MD, CFP
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Bryan Jepson MD, CFP®, ChSNC®, MSF is a “mostly retired” emergency medicine physician and full-time fee-only financial planner who works for Targeted Wealth Solutions (www.targetedwealthsolutions.com). He is the author of a book entitled The Physician’s Path to True Wealth: 12 steps to gaining control over your money and your time, available on Amazon. He also has a personal finance blog at www.bryanjepson.com. He hosts “The Financial Checkup with Dr. Bryan Jepson” for Medical Economics.
Articles by Bryan Jepson MD, CFP
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