Converting To A Roth? Don’t Fall Into These Traps

With talks of long-term changes to retirement planning in the potential tax reform legislation, it may be time to start thinking about Roth IRA conversions. Check out this article by Forbes. Jamie Hopkins discusses common Roth conversion missteps, the five-year rules, and converting yourself into higher tax rates.


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Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. A Roth Conversion is a taxable event and may have several tax related consequences. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. This material is believed to be reliable, but accuracy and completeness cannot be guaranteed. Gregory Ricks & Associates is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies. 1189208-01/22