Is A Roth Conversion Right For You?

Mar 25, 2022 It depends on your situation. Annex Wealth Management’s Financial Planning Manager, Eric Strom, CFP®, EA and Financial Planning Specialist Tom Berkholtz, CFP® break down what a Roth Conversion is and when it might be appropriate.

Subscribe to Annex Wealth Management’s YouTube channel for more informative videos on key topics and selections from our radio programs.