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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 Haser, M.B.A., CFP®, is a Wealth Advisor at Artemis Advisors. His areas of interest include retirement and education planning, risk management, and cash flow management.

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