AMJ Financial Blog

The Roth Conversion Conversation

Are you wondering whether you should convert your traditional IRA to a Roth IRA? You may have heard of the tax benefits of a Roth, but how do you know if it’s the right move for you?

Converting to a Roth IRA can come with several benefits, but there are a few factors you should consider prior to taking this step, like your tax rate and when you’ll want to access your retirement funds.

To find out if a Roth conversion is right for you, click here to download “The Roth Conversion Conversation.”

For professional assistance with your Roth conversion, contact our office at 703-466-0477 to schedule a time to visit.

Securities offered through Triad Advisors, LLC Member FINRA/SIPC

Advisory Services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors, LLC

 

 

 

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