A traditional IRA and a Roth IRA are similar but have several key differences. Brian Leitner sits down with Rachel Kowalczyk, director & senior wealth advisor at Mariner Wealth Advisors, to discuss how converting a traditional IRA to a Roth IRA can benefit you, as well as what key financial indicators to look for to determine if this process is right for your financial situation.

0:00 Intro
0:18 Basics of a Roth IRA and a Roth Conversion
0:58 Why to do a Roth Conversion
2:53 Forecasting if a Conversion is Right for You
5:23 General IRA Considerations
6:35 Outro

#retirement #RothIRA #401k

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These videos are limited to the dissemination of general information and are not intended to be legal or investment advice. Nothing herein should be relied upon as such. The views expressed are for informational purposes only and do not take into account any individual personal, financial, or tax considerations. There is no guarantee that any claims made will come to pass.
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