Should I Consider Doing a Roth Conversion?

One potential way to minimize taxes is by investing in a Roth IRA. With a Roth IRA, you contribute after-tax dollars and withdraw any earnings tax-free in retirement. Compared to a traditional IRA where you get a tax deduction on your contributions and you pay taxes when you withdraw that money in retirement.

To avoid this, many investors do a Roth IRA conversion, moving their money from a traditional IRA to the Roth variety.

Take the quiz below to see if you should consider doing a Roth conversion. Looking for advice? Our Wealth Management team is standing by to help!
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Before investing, consider the investment objectives, risks, charges and expenses of the fund or annuity and its investment options. This information is intended to be educational and is not tailored to the investment needs of any specific investor. Diversification and asset allocation do not ensure a profit or guarantee against loss.