Are Roth Conversions a Good Idea Now?

Are Roth Conversions a Good Idea Now?

- in Featured, Retirement, Taxes, US
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We have another Retirement News Online video, and this time we dive into the world of Roth conversions with Jon Floyd, the founder of Prospect Estate Planning. Learn why moving assets from a traditional IRA or 401(k) to a Roth IRA can be a potential way to help maximize your retirement savings and leverage unique tax advantages. John explains the ideal timing for a Roth conversion, shares little-known strategies, and discusses how to identify the right advisor to guide you through the process. Finally, learn more on how Roth conversions can play a key role in estate planning. If you want to discuss with Jon further, contact him at: https://prospectep.com/#contact

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