Roth Conversions

A Roth conversion moves money from a pre-tax retirement account into a Roth account. Learn why some investors consider this strategy, potential tax implications, and factors to review before making a decision.

Financial Wellness – Roth Conversions

Welcome to Focused Wealth Management’s Financial Wellness Series. Charles Yarnold, AIF®, Managing Director of Retirement Plan Services, and Ryan Swanson, AIF®, Vice President of Retirement Plan Services discuss Roth Conversions.

If you have any questions regarding Roth Conversions email rswanson@focusedwealthmgmt.com

As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-2193.

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