Roth Conversions are a popular tax planning tool, but knowing both when and how to explore them is a critical part of the strategy for successfully executing them. In other words, timing is everything. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and on this edition of Money Unleashed they share some important criteria for anyone considering tapping into the power of Roth Conversions.
Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group.