When Roth Conversions Are a Good Idea (And When They're Not)

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Chris Mullis, Ph.D., CDFA®
NorthStar Capital Advisors
(704) 350-5028
https://nstarcapital.com

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This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.

Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.