Should I Consider a Roth IRA Conversion?

Apr

Should I Consider a Roth IRA Conversion?

A Roth conversion is the process of moving assets from a Traditional, SEP, or SIMPLE IRA, or from a qualified retirement plan, into a Roth IRA. When the conversion occurs, taxes are due on contributions and the accumulation. However, qualified distributions of earnings are tax-free later. Investors must determine whether a Roth IRA conversion is appropriate for them by asking

Content Disclaimer

The information and opinions expressed herein are obtained from sources believed to be reliable; however, no representation is made as to, and no responsibility or liability is accepted for, the accuracy or completeness of the information. The information is provided as general information and is not intended to be specific financial guidance. The information is subject to change without notice. Before making financial decisions, you should consult a financial, legal or tax professional. Providing personal information may result in contact from an insurance agent. Unauthorized use is prohibited.

Should I Consider a Roth IRA Conversion?

Should I Consider a Roth IRA Conversion?

Content Disclaimer

Location

Quick Links