Asking for a Friend - Should I Consider Doing a Roth Conversion?

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?"


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