5 Reasons You Should NOT Convert to Roth
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- Опубликовано: 29 авг 2024
- Schedule a free initial consultation today to see how a Roth conversion fits into your retirement plan: www.sparkwealt...
Roth conversions are the talk of the town when it comes to retirement planning, and for good reason. In many cases, a Roth conversion strategy can save retirees six figures or more in taxes over their lifetime.
(Side note: If your financial advisor does not at least do an analysis to see if Roth conversions are right for you , they are doing you a disservice.)
However, there are a few situations where a Roth conversion DOES NOT make sense. If any of these apply to you, think twice before converting your pre-tax dollars to Roth because once it's done, there's no going back!
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*This content is educational and not tax, legal, or investment advice*
What other reasons NOT to convert did I miss?