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Alex Perkins

Alex Perkins

Tuesday, 25 April 2017 18:15

When to Consider a Roth Conversion

Roth Conversion.  Ughh – that term makes most eyes glaze over!  But hold on – there are some critical aspects that can truly save you money.  You may have seen countless articles in The Wall Street Journal, The New York Times, The Journal of Portfolio Management, The Indy Star, and many other finance (and non-finance) related publications discussing the benefits of a Roth Conversion.  Yet have you asked yourself whether you would be a good candidate to benefit from a Roth Conversion?
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