What You Should Know About Roth Conversions
February 17, 2022
Have you considered a Roth conversion?
“A Roth IRA conversion could be advantageous for individuals with large traditional IRA accounts who expect their future tax bills to stay at the same level or grow at the time they plan to start withdrawing from their tax-advantaged account, as a Roth IRA allows for tax-free withdrawals of qualified distributions.”1
To learn more, you can download your Roth Conversion Handout here!
Feel free to reach out to us with any questions you may have; we’re here to help!