Everything You Need to Know About Roth Conversions

What is a Roth conversion, and should you do a Roth conversion? These are the questions we answer in this video. Even though Roth converting requires paying taxes now, it can be a great way to save money in taxes over the long term. Watch this video and talk with a tax-planning expert to see if Roth converting is the right decision for you.

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🟥 I Love Roth IRAs and Roth Conversions! 🟥
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Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, financial, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is an Ohio based registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.