Wealth Planning Illuminated

Converting a traditional IRA to a Roth IRA (part 1)


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Both traditional IRAs and Roth IRAs are powerful savings tools, and it is important to determine with your advisors whether your current IRAs best fit your retirement plan. If you have a traditional IRA and are thinking about converting it to a Roth IRA, certain considerations may help you determine if it is the best option for you.
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Wealth Planning IlluminatedBy CIBC Private Wealth US