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About This Month’s Guide:

Roth IRA Conversions in A Bear Market

Roth conversions provide investors with a fantastic opportunity to push assets from pre-tax status into tax-free status. The recent dip in markets provides extra incentive as well, as you can convert a larger number of shares at the same tax burden if a stock or other asset has gone down in value. Because it is early in the year, you may want to be a little more cautious in choosing how much to convert, since you can’t recharacterize Roth IRA conversions anymore. But Roth IRA conversions are one of the financial planning tools you should consider using now, provide you properly evaluate them for your specific situation and have a full understanding of the tax consequences of executing a conversion.

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