A Roth IRA conversion shifts money from a traditional IRA or a qualified employer-sponsored retirement plan into a Roth IRA. These conversions are ideal if you want tax-free investment earnings, to lower taxable income in retirement, or if you don’t want to bother with required minimum distributions.
Is a Roth IRA conversion right for you? Use the financial calculator below to find out today.
“Being rich is having money; being wealthy is having time.”
Margaret Bonnano
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