At PDFS, we believe that your money belongs in your pockets, and long-term tax planning can save you, and your heirs, from future tax burden. Additionally, with tax legislation evolving every day, we stay informed so that we can pass information on to you, giving you the chance to pay what’s fair but nothing more. We can help with a variety of strategies, including properly timed Roth conversions to give your accounts tax-free growth.