When does a Roth Conversion make sense?

Welcome back to Retirement News Online. When it comes to tax-efficient retirement planning, few strategies are as powerful or as misunderstood as Roth conversions. A great advisor should be able to explain not just what a Roth conversion is, but when, why, and how to use it to help reduce lifetime taxes and create more flexibility in retirement. That’s why we’re joined by David Fisher of Summit Income Planning Group to discuss when a Roth conversion may be right for you. Learn more about how their team can help you: https://summit.wealthplan.you/about