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    When Does a Roth IRA Conversion Make Sense?

    Posted by Lori Fogle on Wed, Aug 05, 2020 @ 12:00 PM

    There are a few factors that make converting a Traditional IRA to a Roth IRA more ideal. Currently, amid the pandemic, we have a combination of factors that have created a bit of a silver lining for those considering a conversion.

    In this post, we’ll dig into when it makes sense to do a Roth IRA conversion and 3 reasons why it’s worth having a conversation with clients about it right now.

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    Tags: Roth IRA, Roth Conversions

    FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.