Should I Convert to a Roth?
There’s no universal answer to this question, but Mark Riepe outlines some of the most important considerations.
Mark Riepe
CFA, Senior Vice President
Schwab Center for Financial Research
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This information is for general informational purposes only and is not intended as an individualized recommendation or a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Schwab recommends that you consult a qualified tax advisor, CPA, financial planner, or investment manager.
All expressions of opinion are subject to change without notice in reaction to shifting markets, as well as tax and estate planning rules. Examples provided are for informational purposes only and are not intended to be reflective of results you can expect to achieve.
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