Posted on Dec 8, 2020

Advanced Wealth Strategies, Inc.

In our last post, we mentioned we’ve primarily seen a large uptake of interest in retirement and tax planning, and that includes an interest in Roth IRAs and Roth ira conversions. It may not seem like it at first glance, but it appears that taxes are currently on sale! Roth ira conversions, or shifting funds from tax-deferred accounts, like 401k and ira accounts, to tax-free Roth IRAs. It may make sense to take a look at your portfolio. Contact us today to arrange a meeting to discuss further.
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