Roth Conversions

To convert or not to convert – that is the question! When is it a good idea to do a Roth conversion? On this week's podcast we discuss Roth conversions. Our conversation starts with the basics of a Roth conversion. We then delve into the pros and cons, as well as, some tax aware strategies designed to help minimize the future tax liabilities inherent with pretax accounts like traditional IRAs and 401(K)s. Give us a call to schedule some time with Glenn if you'd like to discuss your plans and remember to share the podcast with friends, family and colleagues.

 

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.