June 9—The global pandemic has created challenging economic times. What strategies can high earners with retirement investments that are currently undervalued, or who expect a low-income year, take advantage of? National Director of Advanced Financial Planning, Bradley Crockett, discusses how this may be an opportune time to convert assets from a traditional IRA to a Roth IRA for long-term tax saving benefits.

Please read Brad’s associated article, Benefits of a Roth IRA Conversion for High Earners.

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The information provided herein is for informational purposes only and is not intended as a recommendation or determination that any tax, estate planning, or investment strategy is suitable for a specific investor. Note that tax, estate planning, investment, and financial strategies require consideration for suitability of the individual, business, or investor, and there is no assurance that any strategy will be successful.

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