Roth conversions are potentially being eradicated in the next several years.
So, it’s critical for you to do an analysis with your financial professional on whether a Roth is right for your situation.
In this week’s episode of Real Wealth® Weekly, Heather Lindsley, of Guided Path Financial Services & Retirement Planning, brings us Financial Professional Jim Silbernagel, as he discusses the tax strategies you can use to help you convert to a Roth IRA.
For more information, contact:
Heather Lindsley, LUTCF, RICP, LACP
Guided Path Financial Services & Retirement Planning