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Now Is A Great Time For A Roth Conversion

We are in the midst of a pandemic and economic crises. The markets are down and tax rates are historically low. Learn why now may be a great time for some investors to convert a Traditional IRA to a Roth IRA in this short video lesson, "Now Is A Great Time For A Roth Conversion" with CERTIFIED FINANCIAL PLANNERTM Fran McKay. View the video on my YouTube Channel: My Friend Fran.

When I can be of service to you and your family, send an email to fran@catalystwealthplanning.com or use my online calendar to schedule an introductory phone call.