Should I Convert My Traditional IRA to a Roth IRA?

Explore the differences between a traditional IRA and a Roth IRA.

Shifting a traditional IRA to a Roth IRA is a move that has become rather popular, and rightfully so.

Sometimes this move might make financial sense and be the best option for you in the long run, but that’s not always the case. Some people will be better off sticking with their traditional IRA rather than making the switch.

Knowing the pros and cons of each option, and how your personal situation plays into those pros and cons, is the key to making the proper selection.

In this free white paper, we dive into the following questions and topics:

  • What is a Roth IRA?
  • Required Minimum Distributions
  • Drawbacks of a Roth IRA
  • Tax Considerations
  • Age Considerations
  • Impact on Social Security Benefits
  • Cash Payments and Market Timing
  • Legacy

Access the Free White Paper

should I convert my traditional IRA to roth white paper

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