Roth Conversions Get More Attractive In Down Markets

May 23, 2022

The recent decline in the stock market provides investors the opportunity to do Roth conversions at a discount. When investors convert funds during a market correction, the future gains of the converted funds will be tax-free when the market rebounds. Roth IRAs are ideal because they allow account owners to enjoy tax-free appreciation and withdrawals for their entire lifetime without required minimum distributions. Conversions allow clients to better control their tax situation now and reduce the burden of required minimum distributions later in life.

At Brandywine Oak, we guide our clients through strategic Roth conversion to maximize their after-tax returns as part of their family’s lifetime financial goals. To learn more, please read FA Magazines

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