Tuesday, December 22, 2015

Being smart with $$ - Crappy earnings = Roth conversion opportunity

Were your earnings crappy this year? Your silver lining may be to convert some Traditional IRA assets to a Roth IRA at a lower tax rate than if you earned more money.  But year end is days away so get that done if it suits your needs.  Let me know if you want to know more.
- Larry Pike, CFA, Client Priority Financial Advisors LLC
- www.clientpriority.com

No comments:

Post a Comment