What is a Roth conversion, and is it right for you? We’ll dig into the pros and cons and fill you in on everything you need to know.

 

Read more and get additional financial resources here: http://petersonfg.com/new-year-new-ideas-to-consider/

 

What we discuss on this episode: 

2:19 – What is a Roth conversion?

6:42 – What if you’re 55 or older?

10:15 – High-income earners

12:00 – Mistakes people make

16:46 – Who will and won’t benefit

17:57 – Why it’s an opportunity