Roth conversions are often a great investment option for people in or close to retirement, but in certain cases it may make more financial sense to NOT Roth convert. In this video, we discuss the importance of striking a balance in your retirement planning and share four considerations for why you shouldn't convert all your investments from an IRA to a Roth IRA.
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#retirement #retirementplanning #rothira
Timestamps:
00:00 Roth converting isn't always the best option
00:34 Reason 1: Charitable Deductions
01:16 Reason 2: Medical Expenses
02:08 Reason 3: Health Insurance Considerations
03:00 Reason 4: Standard Deductions
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situation, none of this information can serve as tax, legal, financial, insurance, or financial advice, and may be outdated or inaccurate.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.
