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When a Roth Conversion Makes Sense

July 1st, 2020 | 0 min. read

By Jacob Schroeder

When a Roth conversion makes sense

A Roth IRA provides several advantages in retirement when you start to use your savings for income. Whether you should consider a Roth conversion depends on your current and expected future financial situation, but sometimes also the state of the market and the economy.

Roth conversion makes sense

Is a Roth conversion right for you?

Ultimately, the answer depends on your entire financial picture. Creating a financial plan or reviewing the one you have is a great place to start. For a more definitive answer, consult with a financial adviser who can take a close look at your situation to help you determine if a Roth conversion really does make sense.