July 7, 2017

The Roth Conversion Conversation

Are you considering converting to a Roth IRA, but you’re unsure whether or not it’s the right move for you?

A Roth IRA provides a great way to help reduce the taxes you’ll pay during retirement, but it can also increase your income during the year that you convert, which could bump you into a higher tax bracket.

How do you know if a Roth conversion is right for you?

Click here to download “The Roth Conversion Conversation” and learn three questions to ask yourself before making a Roth conversion.

For professional assistance with your Roth conversion, contact our office at 703-466-0477 to schedule a time for a visit.

Securities offered through Triad Advisors, Inc. LLC. Member FINRA/SIPC.

The information provided for informational purposes only, and does not constitute an offer, solicitation, or recommendation to sell or an offer to buy securities, investment products or investment advisory services. All information, views, opinions, and estimates are subject to change or correction without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your financial status, risk and return preferences.

Securities offered through Triad Advisors, LLC, Member FINRA / SIPC 

Investment advisory services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors, LLC