May 8, 2023
Question: I am considering a Roth Conversion because my accounts are still recovering from last years decline, are there things I should consider?
Answer: Everyone's situation is very different, so this is a hard one to answer in general terms. However, the attached flowchart might be helpful to you: "Should I Consider Doing A Roth Conversion?"
Do your friends ask you financial questions?
Pass those questions on to us at AskRPG@rootedpg.com and we will feature them in our future newsletters.