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Is a Roth Conversion Right For You?

Tax season is here, and it's a great time to consider a Roth conversion! Moving money from a traditional IRA or 401(k) to a Roth IRA can offer some powerful benefits: ✅ Tax-free growth and withdrawals ✅ No required minimum distributions ✅ Better tax planning for retirement ✅ Tax-free inheritance for your heirs But it's not for everyone. Converting triggers taxes upfront, so timing and strategy matter. Watch as Craig Robson, CFP®, CIMA®, CDFA® breaks down when Roth conversions make sense and how they could save you on lifetime taxes. #rothconversion #taxplanning #retirementplanning #financialplanning #taxseason #wealthmanagement Regent Peak does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.