In this educational video on Roth IRA Conversions, Shaun Fagant, Shareholder Relations, breaks down this strategy that distributes pre-tax dollars (e.g., Traditional IRA, 401(k), 403(b)) into a Roth IRA for the potential for tax-free growth.
Here are some of the topics covered:
- Basics of a Roth IRA
- Introduction to a Roth Conversion
- Advantages and Drawbacks to a Conversion
- Frequently Asked Questions