When Should You Do a Roth Conversion?

About this episode

Roth conversions can be an effective tax-planning strategy, but only when used at the right time and in the right way.

In this episode of Retirement Blueprint, Glen Smith breaks down when Roth conversions could make sense, when a Roth conversion may not make sense, and how timing can significantly impact retirement income planning. 

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Disclosure

GDS Wealth Management is an SEC-registered investment adviser. This content is for educational purposes only and not personalized investment advice. Investing involves risk, including possible loss of principal. No strategy guarantees results. See Form ADV at adviserinfo.sec.gov.