Converting a Traditional IRA to a Roth IRA | Investment Guide
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Why Convert From a Traditional IRA to a Roth IRA?

February 12, 2022

It’s One of the Smartest Tax Moves You Can Make

The Roth IRA may be the best retirement savings vehicle available to the American investor today. Whether you are young or old, a white-collar worker or a business owner, this type of account is a fantastic investment choice. Special features like tax-free withdrawals and the lack of compulsory distributions mean the Roth IRA has a huge leg up on traditional IRAs and other types of retirement savings accounts.

Now, let’s walk through the details and explain when a Roth may be in your best interests.  We will cover:

  • How the different types of IRAs work
  • Contribution limits and their impact on high income earners
  • How to tell what type of IRA can save you the most on taxes
  • The estate benefits of a Roth IRA
  • What to know before you convert
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