“It’s like French cooking,” financial planner Thomas Duffy said. “There are so many difficult techniques to master.” MarketWatch spoke with Duffy, who is based in New Jersey, as he was preparing for a call about Roth conversions with a client for whom there were a slew of considerations.”
4 cases when a Roth conversion won’t pay off for you, Beth Pinsker Marketwatch, May 21, 2025
“I told her, had you called me, I’d have sent you a disbursement from your nonqualified annuity, and you’d only owe tax on part of it,” Duffy said. ”