Should I consider a Roth Conversion?

There are a lot of important considerations to weigh before doing a Roth Conversion. As a result of the current market condition and changes due to the SECURE Act, Roth conversions are becoming an important strategy that advisors are discussing with their clients. This flowchart addresses some of the major decision points to help guide you in the right direction.

If a Roth Conversion sounds like it might be a right move for you, give me a call, I’d be happy to discuss over the phone to answer any questions or concerns you might have.