Hi, Chris Nowack with ideas for improving your investments.
A good question is “what about a “Roth Conversion”? In a year where you are not making a lot of money it might be good timing. Remember, the taxes due cannot be deducted from the account, the original balance has to stay the same. Other factors in your life, investments and taxes due can help make this decision.
A one-on-one appointment with me is free. Or come meet me at one of my free workshops and learn ways to improve retirement income, mitigate taxes in retirement, or maximize your Social Security.