Have You Considered a Roth Conversion?
As the tax deadline approaches. so does the deadline for 2018 Retirement Account Contributions. Now is the time to make a deposit for your 2018 Traditional IRA, Roth IRA, SEP IRA, or Solo K. For those of you in the "sweet spot" for Roth Conversions, you could make a 2018 Non-Deductible IRA contribution and immediately convert to Roth. Listen to the short podcast below to see if you are in the sweet spot!
Nick Hopwood, CFP® is a fee-based financial advisor and President/Founder at Peak Wealth Management in Plymouth Mi. To learn more about Nick, click here.