With the current state of the stock market, Roth Conversions are on sale. Now may be the best time to shop for one.

Request Your Copy of Our Roth Conversion Solutions Brief.

Would you like to get started on a Roth Conversion assessment? Let’s see if one makes sense for you.

A Roth IRA Conversion is when you take all or part of your existing traditional IRA or 401(k) and move it into a Roth IRA.

Why would you do this? Because you don’t have to pay taxes on withdrawals from a Roth—EVER. Nor do you have to take required minimum distributions (RMDs). But at the time of conversion, you have to pay taxes, which can be a large amount depending on how much you move over. 

However, with the stock market down, this may be the time to make the move. That’s because if your asset levels are lower due to the decline in the stock market, you’ll pay less in taxes than if you moved your money when stocks were soaring.

Is your income over the allowable amount for a Roth IRA? Consider a backdoor Roth. 

Our new Solutions Brief unpacks the facts on a myriad of tax topics for those nearing or just in retirement. All of the content we make available is based on Nobel prize winning research and data from retirement industry experts (vs. the biases of the investment or insurance industries). Now may be the best time to shop for a Roth Conversion.

Find out how to keep more of your hard earned money? Take the Tax Quiz now at

Questions? Call us at 978-276-9145 or email us at

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