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Should You Do A Roth Conversion?

A Roth conversion can be a great financial planning strategy for the right person at the right time. A Roth-type account can provide numerous benefits to your portfolio, but you also need to be aware of the implications of doing a Roth conversion, especially as it relates to your current year tax bracket, Medicare premiums, and certain tax deductions and credits. Read our latest Artemis Brief to find out whether a Roth conversion makes sense for you.

Mark Haser, M.B.A., CFP®
Mark Haser, M.B.A., CFP®
Mark is a Partner and Wealth Advisor with Artemis Financial Advisors LLC. He has an MBA from Boston College’s Carroll School of Management and is a Certified Financial Planner (CFP®) professional. Mark helps physicians and high-net-worth families to optimize their cash flow, minimize taxes, and build a plan for long-term financial success.

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