Case Study: CARES Act: 60-Day Rollover as Roth Conversion

Published: July 20, 2020, 6:35 p.m.

The “Money Talks” financial experts discuss a unique opportunity that 2020 brings—the ability to roll what would have been a 2020 RMD into a Roth IRA. They also cover the nuances of this move as well as why it may be beneficial to some investors.