Should I Consider Doing a Roth Conversion?
Retirement Planning July 14, 2020
Posted by Joe Wride
There are a lot of important considerations to weigh before doing a Roth conversion. As a result of the current market condition and changes due to the SECURE Act, Roth conversions are becoming an important strategy that advisors are discussing with their clients. This flowchart addresses some of the major decision points to help guide clients through the conversation. This flowchart covers:
2020 - Should I Consider a Roth Conversion?