Jan 31, 2025
To convert or not…that is the question – If the title of this
podcast captured your attention, let
us be clear from the outset that there will not be any religious
recruitment efforts forthcoming.
What we will be digging into is the question of whether you should
convert some or all of your
assets from a traditional individual retirement account (IRA) to a
Roth IRA. Jeff Perry and Russ
Ball explore the advantages of a Roth conversion as well as some
reasons why it may or may not
be the right time for you.
For more information or to reach Chris Boyd, Russ Ball or Jeff
Perry, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr
https://www.thestreet.com/retirement-daily/saving-investing-for-retirement/roth-ira-conversions-
strategic-retirement-savings