A Roth conversion occurs when you take funds from your Traditional IRA or other retirement account and transfer them to a Roth IRA. The sooner you convert, the longer your Roth IRA can grow tax-free. It may be beneficial to convert a portion of a retirement account over several years. We would be happy to work with you and your accountant to determine if a Roth conversion makes sense for you. For more information, please refer to the articles below.
