Roth Conversions for IRA’s, 401(k), 403(b), and other type of retirement plan can potentially be a great financial move. But there are also a lot of pitfalls associated with Roth Conversions such as a big tax bill due, the loss of college financial aid, higher taxation of social security, high Medicare Premiums, and the potential loss of tax credit and deductions. In this video we will go over who the Roth Conversion strategy works for and who is doesn’t.

Contact Michael Ruger with Questions: 518-477-6686 or mruger@greenbushfinancial.com
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