Why You Should Consider a Roth Conversion in 2022

Stocks are down so now may be the right time to consider doing a Roth conversion to take advantage of tax-free growth when the market recovers. There are also other times you should consider doing a Roth conversion.

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Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.