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.

Check it out here!


If you’ve got a question or concern you’d like us to talk about in a future video, email and let us know! We’d love to hear your feedback.