Use this Flowchart as a Guide

The number of investors who are converting their IRAs to Roth for tax free growth are on the rise. Is a Roth conversion the right step for you? It may depend on several factors, including your individual financial picture and your long term goals. Fill out the form below for access to our flowchart guide.

The information contained in this article is for informational purposes only, and cannot be relied upon for legal, financial, tax, or accounting advice. Be sure to consult with your financial advisor on this topic as individual situations may vary. Any specific questions you may have can be sent to us by email and we would be happy to assist you.

About the Author:

Michael Maglieri PBMares Wealth ManagementMichael Maglieri
Wealth Advisor

Michael partners with the Wealth Management team to help clients with comprehensive financial plans, investment analysis, insurance, and estate planning, business exit planning, and retirement plan administration.

Do you have questions about a roth conversion or your particular situation? Contact us today.