Why Not to Do a Roth Conversion in 2022

Roth has been a buzzword in the industry since its creation, and 2021 shined an even brighter light on it. Between Peter Thiel’s $5 billion Roth account and political fighting over back-door Roth contributions in the proposed Build Back Better legislation, this topic is top-of-mind for consumers and advisors. But the focus has been on how to get as much money in a Roth as possible, but that is not a universally great idea.

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The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.

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