Roth accounts are an effective retirement planning vehicle: not only do they allow for tax-free growth, but they can also reduce your future tax burden on your retirement income. When it comes to maximizing the benefits of a Roth account, timing is everything, and according to financial news outlets, now is the ideal time for a Roth conversion.
The timing may be right for the average retirement saver to perform a Roth conversion, but that does not necessarily mean it is right for you.
This communication is for informational purposes only. No content or reference to a third-party article is intended to be a recommendation for the sale or investment in any product, strategy or service nor should it be perceived as individual advice. This commentary does not necessarily reflect the opinions of all employees or XML Financial Group and its affiliates (“XML”). XML is not responsible for any actions taken related to this information.
who we are
Wondering if there might be something more you and your money could do?
There are several different ways to connect with us. Chose whichever you are most comfortable with.
let’s talk