A/B Conversations: CFP® Your Way Out Of It

Ep # 76: Making Lemonade - Time For A Roth Conversion?

June 06, 2022 Benjamin Haas Season 1 Episode 76
A/B Conversations: CFP® Your Way Out Of It
Ep # 76: Making Lemonade - Time For A Roth Conversion?
Show Notes Chapter Markers

Those that have accumulated wealth may want to limit their taxes and keep what they have, if not for themselves, but for their heirs.  The stock and bond market has given us a lot of lemons to work with this year.   If one of your goals is to limit your taxes over time, now may be the perfect time to do a Roth conversion with the market being down.  Ben and Adam discuss Roth conversions and how or why they may fit into your long-term financial plan.

Tracking # T004062

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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

What is a Roth conversion?
Who is it for?
What's in it for you?
Why now?