Can you take advantage of 2020’s bear market to generate tax-free income through a Roth conversion?
You’ve probably heard that Roth IRAs are great for generating tax-free income and avoiding Required Minimum Distributions in retirement.
2020’s market losses make it a good year to consider a conversion so you minimize the taxes you pay on the money you convert.
But the details matter a lot. And new laws mean conversions are permanent.
We made a short video showing you how to decide if you should consider a Roth conversion this year.
If you’ve got a question or concern you’d like us to talk about in a future video, email firstname.lastname@example.org and let us know! We’d love to hear your feedback.