3 Reasons Why You SHOULD NOT Roth Convert in 2023

Roth IRAs are great, but depending on your financial situation, they may not be the best investment option for you. In this video, we discuss three reasons why you might consider NOT Roth converting in 2023.

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Timestamps:
00:00 Roth IRAs are great, but they're not always the best option
00:32 1. Consider your future tax bracket
02:11 2. Legacy planning
03:07 3. You're charitable-minded

Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, financial, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is an Ohio based registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.