If there’s someone who loves to talk to people about Roth conversion decisions, it’s Bud Kasper. Bud is a converted Roth-aholic and has even made T-shirts to declare it. Bud’s son, Matt Kasper, echoes his dad’s enthusiasm about Roth conversions. But rather than list all the reasons to do Roth conversions, Roth IRAs, Roth 401(k)s—all things Roth—Matt reviewed Roth conversion decisions for 2023 in a case study on the Modern Wealth Management Educational Series.
