Best Time To Do Roth Conversions (Watch To See When!)

Roth conversions can be complex, so in this video, we try to make them simpler by discussing the best time to Roth convert. With the help of a chart that shows the calendar year returns and drawdowns of the S&P 500, we provide tips and strategies to help you make informed decisions when deciding if Roth converting is right for you.

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Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, financial, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is an Ohio based registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.