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Roth Conversions: Understanding when they make sense and when they don't
Manage episode 476462258 series 3561332
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They've become a popular tax planning tool, but understanding when and how to explore and execute a Roth Conversion are only part of the conversation. Determining whether or not this strategy is right for you is the key to unlocking its full potential. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and on this edition of Money Unleashed they share some important criteria for anyone considering tapping into the power of Roth Conversions.
Visit UnleashYourMoney.com to request your complimentary Portfolio X-ray! Call 404-640-5511 to schedule your time to speak with the Hoffman Financial Group.
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Visit UnleashYourMoney.com to request your complimentary Portfolio X-ray! Call 404-640-5511 to schedule your time to speak with the Hoffman Financial Group.
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