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Why You Should Consider a Roth Conversion in 2020

November 17, 2020 By Katie Brewer

roth conversion

For so many people, their incomes took a hit in 2020. Layoffs, furloughs, cut hours....almost every family was affected in some way. Now the year is wrapping up, you might be feeling anxious about going into another year of uncertainty.  One way to take advantage of the current climate and do something that will benefit you in the future is to convert your IRA to a Roth IRA before the year Continue Reading

Filed Under: Uncategorized Tagged With: roth conversion, Roth IRA, traditional IRA

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Katie Brewer - Certified Financial Planner

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Katie Brewer, CFP® is a Dallas, Fort Worth, and online fee-only financial planner with over 15 years of experience. Her passion is helping clients get their financial lives in order to start living their richest lives.

Your Richest Life is a Fee-Only financial advisory firm providing honest and independent financial advice. Our clients, the members of Generations X and Y, have a different relationship with money than their parents did.

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