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20 Second Advisor: Roth Conversions – Does it Make Sense For You?

20 Second Advisor: Roth Conversions – Does it Make Sense For You?

by Tracie Handberg | May 16, 2025 | 60s, 70s, Financial Planning, Investments, Retirement, Taxes

Having a portion of your investments in a Roth IRA or Roth 401k gives you a lot of flexibility for future cash needs, plus you never pay taxes on the growth or distributions ever again! As an added bonus, your heirs could also save on taxes. Roth conversions can be a...

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