Roth IRA Conversions 2017-01-14T18:58:58+00:00

Roth IRA Conversion Considerations

To convert or not to convert. That may be the question, but you can’t solve the entire puzzle by studying just one piece. It’s important to focus on the specifics of how this fits in to your broader financial picture. The answer is apt to depend as much on today’s reality as on beliefs about your future income, tax rates, and your time horizon to retirement. Before providing the results of our Roth conversion analysis, we’ll explore:

1.  How does your tax situation impact your decision?

2. How might your future income or earnings impact the rationale for a Roth or Traditional IRA?

3. What effect could future market performance or your plans for retirement have?

4. What other considerations might impact your decision?


Contact us today to see if a Roth IRA conversion is for you. We can help you on your path toward achieving your financial goals.