3 reasons to wait until your clients retire to make a Roth conversion
October 28, 2014 by Jeffrey Levine
One of the most common questions clients ask about Roth IRAs is “Should I make a Roth conversion?” If the answer is yes, the next question is “When should I convert?” While Roth conversions can make sense at any age, depending on your clients’ particular circumstances, generally speaking, the younger a client is, the more it makes sense.
Originally Posted at LifeHealthPro on October 24, 2014 by Jeffrey Levine.
Categories: Industry Articles
