Sensible Financial

Sensible Financial

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09/18/2025

Should you convert to a Roth IRA?

Retirement accounts don’t have to be “set and forget.” Beyond adjusting contributions or investment choices, you may have the option to make a bigger move like converting a traditional IRA or 401(k) into a Roth IRA.

In his latest article, Rick Miller, Founder of Sensible Financial, explores the pros, cons, and key questions behind a Roth conversion.

Read the full article here: https://www.sensiblefinancial.com/to-roth-convert-or-not-to-roth-convert-that-is-the-question/

08/22/2025

Our clients come to us for more than just advice — they come for peace of mind.

At Sensible Financial, we believe a great financial plan should be:
✔️ Comprehensive
✔️ Thoroughly researched
✔️ Easy to understand
✔️ Tailored to you
✔️ Fairly priced
✔️ Delivered by someone who only wins when you do

In short: A financial plan should be sensible.

Let’s take the stress out of planning your future. Contact us today: https://www.sensiblefinancial.com/contact-us/

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203 Crescent St, Ste 404
Waltham, MA
02453

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