Roth Conversion: When Does It Make Sense?

Roth conversions can be one of the most powerful retirement tax planning strategies available — but they are not right for everyone. In this video, we break down: • What a Roth conversion is • How Roth IRA conversions work • Potential tax advantages • How Roth conversions can impact required minimum distributions (RMDs) • Common mistakes to avoid • And when a Roth conversion may make sense for your retirement plan If you have questions about your own retirement plan or investment strategy, feel free to reach out.