Roth Conversions

Brought to you by Corey Keltner

On December 12, 2019

Does it make sense to pay taxes now in order to avoid them in retirement? It depends. In this video, we will discuss the reasons why a Roth conversion may or may not make sense.

To do this right you need to consider:

  • Saving Money and/or Additional Flexibility
  • Present and Future Tax Rates
  • Whether the client is over 59 ½
  • Whether there is non-qualified cash available

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