Is this the right time for a Roth conversion?* YES! Why have a Roth? Growth and Income are tax free vs. a traditional IRA which taxes the initial premium and the income. Taxes are low and will most likely rise. The market is down so you will move less. Incomes may be down...
Investment Adviser Representative
Independent Insurance Agent
Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC, a SEC Registered Investment Adviser.