When Does a Roth Conversion Make Sense

A Roth IRA is a powerful tool for tax deferred savings AND tax free income in retirement. If you already have a Traditional IRA, however, when does it benefit you to convert some or all of those assets to a Roth IRA? Here are some useful guidelines to answer than question. Then, if you would like a personalized analysis of your situation, simply call me at 440-210-9886 for an appointment or fill out the contact form.