New Roth IRA Conversion Rules

Should you take advantage of the new opportunity to convert your traditional IRAs to Roth IRAs?

We have been asked this question daily since the guidelines for converting traditional IRAs to Roth IRAs were relaxed. The answer to this question is very specific to each individual’s situation. To read an overview of this opportunity, an opportunity our firm believes should be at least considered by anyone possessing a traditional IRA click on the link:

If you’d like to talk with our team more about your tax preparation and retirement planning, please call us at at 503-245-0766 to set up a free consultation.

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