Roth Conversions: The Secret to Success

As the markets continue to recover smart advisors are looking for opportunities to convert part of a traditional IRA into a Roth IRA. There are some significant long-term tax benefits for those who convert to Roth. The recovery will be tax-free, and smaller Roth conversions early in retirement can reduce later RMDs, spreading out the tax liability more evenly throughout retirement. Learn how to use Roth conversions to make your clients' retirement strategies more tax-efficient and clearly show the value you add.