Beware of ROTH Conversions!
If you are getting pressured to covert your IRA to a ROTH; be careful. Do the math and ensure it makes sense for you. This conversion opportunity is not for everyone. The taxes that will be due, even if spread out over two years, may not fit into your overall financial plan.
Please get a second opinion from your CPA or another financial advisor. Or call me and we can kick the idea around and see if it makes sense for you.
Reg Baker, CPA PFS
Ph: (702) 360-2823
Cell: (702) 283-0784
Email: Reg@regbaker.com
http://www.regbaker.com/
www.linkedin.com/in/regbaker
No comments:
Post a Comment