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Wealth Wednesday: Converting Your IRA to a Roth IRA: Here is what you need to know Thumbnail

Wealth Wednesday: Converting Your IRA to a Roth IRA: Here is what you need to know

Retirement Funding

Should you convert your IRA to a Roth IRA? The longer-term benefits make this an idea worth your consideration. But there are some things you need to think about before you do it. In this episode we talk about:

  • The basics of the conversion process 
  • The key factors in your decision
  • Potential pitfalls of a Roth Conversion 
  • Some general guidelines of when a conversion makes sense
  • Special situations for Roth Conversions 
  • What you need to analyze your decision

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