VIDEO: When is the RIGHT Time to Do a Roth Conversion?

  • Personal Finance, Retirement Funding

by Leah Woodly, CFP®

Thinking about doing a Roth conversion, but not sure if it’s the right move? 

In this video, Leah breaks down when a Roth conversion makes the most sense—and when it doesn’t. Learn how to take advantage of tax savings, reduce future required minimum distributions (RMDs), and maximize your retirement wealth! 

 What You’ll Learn:

  • What a Roth conversion is and how it works 
  • The best times to do a Roth conversion 
  • When a Roth conversion may not be a good idea 
  • How to lower your future tax bill and benefit your heirs 

Thinking about a Roth conversion, but not sure if it’s right for you? Consulting a Certified Financial Planner® (CFP®) can help! If you need guidance, reach out to me for personalized advice.

This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.

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