Should You Convert To Roth?

Let’s take a look at some pros and cons, starting with reasons why now might not be the time for a Roth conversion

There has been a lot of conversation whether the backdoor Roth IRA and mega back door Roth conversions will be eliminated. In this Forbes article, take a look at the pros and cons of converting your money to a Roth.

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Source Article: https://www.forbes.com/sites/financialfinesse/2022/01/17/should-you-convert-to-roth/?sh=7d83ba037042

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