Broker Check

Is A Roth Conversion Right For You?

| July 27, 2020

Do you think taxes may go up in the future? Yes or No?

If your answer is YES, then watch this short video as I discuss the benefits of a strategy called Roth IRA Conversions. We are in the lowest tax rate environment we have been in for several generations and the market is still down from it's high point in February. Today may be a great time to execute this strategy.