Home Guides & Resources chevron_right Financial Planning Roth Conversions Made Easy Published August 18, 2022 Diana Linn, CFP®, CDFA®Wealth Advisor In today’s Adviser Takeaway, Diana Linn broke down the three important questions to ask yourself about Roth IRAA type of account in which funds can be saved and invested without being subject to tax until the account holder reaches retirement age. conversions. If you have questions for Diana or the Adviser team, please send them to info@adviserinvestments.com.