When a Roth Conversion Makes Sense
A Roth conversion refers to moving all or a portion of the funds from a traditional retirement account into a Roth IRA.
Roth IRA benefits:
- Tax-free withdrawals for you, or your heirs
- No RMDs
- Early withdrawals without penalty
Here’s when a Roth conversion makes sense:
| Philip lockwood | Founder + Managing Partner |
| Address: 1501 Ingersoll Ave. Suite 201 Des Moines, IA 50309 Phone: 515-274-8006 |
| Email: Plockwood@parklandrep.com Website: Lockwood Financial Strategies Securities offered through Parkland Securities, LLC, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through SPC, a Registered Investment Advisor. Lockwood Financial Strategies, LLC is independent of Parkland Securities, LLC and SPC Securities offered through Parkland Securities, LLC, member FINRA/SIPC. |