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Partners Advantage Blog

When Does a Roth IRA Conversion Make Sense?

Wed, Aug 05, 2020 @ 12:00 PM

There are a few factors that make converting a Traditional IRA to a Roth IRA more ideal. Currently, amid the pandemic, we have a combination of factors that have created a bit of a silver lining for those considering a conversion.

In this post, we’ll dig into when it makes sense to do a Roth IRA conversion and 3 reasons why it’s worth having a conversation with clients about it right now.

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