Is a Roth Conversion Right for You?

20 May 2020 08:35 #1 by pfrederiksen
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...
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Pat Frederiksen
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.

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