One Minute Tax Tips – Roth IRA conversions

Wealth advisor Matt Regan, with the first in a weekly series, One Minute Tax Tips, discussing Roth IRA conversions.

In today’s low (and possibly temporary) current income tax environment, considering paying some tax *this year*, in 2020, to do a partial Roth conversion and gain the benefit of having sheltered additional money in a tax free Roth IRA may make sense.

Watch Matt’s 60 second video to better understand what this strategy entails, and email us at info@towerpointwealth.com to discuss if this strategy may make sense for you.