Broker Check
17 June
Should I Make a Roth IRA Conversion?


If you asked this question, you’re really wondering if a Roth IRA Conversion will save you more in taxes?

Mechanically, this strategy involves converting savings from pretax retirement accounts, such as 401ks and Traditional IRAs, to a tax-free Roth IRA. While this strategy can help you save tax, it involves analyzing multiple pieces and timelines of your financial picture. To make the best decision requires an in-depth evaluation of your specific situation.

Primary items to consider:

  • Current and Future Tax Bracket
  • Expected Income Sources
  • Types and Amounts in Different Investment Accounts
  • Time left until withdrawals needed
  • Comfort Level with Investment Risk

Date and Time

Wed, Jun 17, 2020

4:00p - 5:00p CST


Pines Wealth Management

11475 Olde Cabin Road
Suite 220
St. Louis, MO 63141


Click on the registration link below to register for our Educational Webinar.

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