Leveraging a Roth Conversion can be an invaluable tool to maximize your retirement assets, but it’s not necessarily the best strategy for everyone. So how do you know if a Roth Conversion would be a good consideration for your retirement planning?

Our very own Eric Ashburn, CFP® Partner & Private Wealth Advisor, sat down to explore the details of Roth Conversions and when you should be considering one.

If you’d like to find out more information about Roth IRA conversions, or any other aspect of wealth planning, please reach out to us! We’re always looking to bring clarity to managing your wealth and our door is always open for you to ask us anything.

Speakers

Eric Ashburn

CFP® Partner & Private Wealth Advisor

Argent Bridge Advisors

EricAshburn@argentbridge.com