Скачать или смотреть When NOT to Do a Roth Conversion [WARNING]

In this video, we’re discussing when a Roth conversion might NOT be the best choice for your financial future AND what to do instead.

🔴 Inherited an IRA? Structure Withdrawals to Minimize Taxes    • Inherited an IRA? Structure Withdrawals to...  

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Roth conversions have become popular because advisors use it as a lead generation tool to sell other financial products. And, the people that are ripe for these Roth conversions are usually high net worth.

In order for a Roth Conversion to make sense, you have to look beyond the tax free potential, and see if it actually fits your unique situation and financial goals. If it doesn't, and you go through with the conversion, it may cause a world of hurt.

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