Retirement Talk with Ruby: Roth Conversion Misconceptions

We are back with another Retirement Talk with Ruby.

Today we are discussing some key points from Tax and IRA Expert Ed Slott’s article “Clarifying Some Roth Conversion Misconceptions.” Some of the questions that Andrew and Ruby answer include:

  • Are there income limits on Roth Conversions?
  • Can you do Roth Conversions on your Inherited IRA?
  • Are there limits on how much you can convert?
  • What are the penalties on Roth Conversions, regardless of age?
  • and much more

If you’re wondering if a Roth Conversion is right for you, or have any other questions, please click here to schedule a time to speak with one of our financial advisors!

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