Are you considering a Roth conversion? If so, you can act when the stock market falls.
Recently our CEO Marianela Collado was quoted on CNBC sharing what to consider regarding potential upfront costs. “If you’re willing to pay taxes upfront on a Roth conversion, you can predict how many years it will take to break even.”
To learn more, click here: https://www.cnbc.com/2022/02/28/should-you-consider-a-roth-ira-conversion-when-the-market-drops-.html