Description

Roth conversions are often talked about, but they aren't for everyone. If you do a conversion, beware these common mistakes:

• Not being aware of income limits
• Thinking a Roth conversion can be undone
• Thinking a Roth IRA is the same as a Roth 401k/403b/457
• RMD and other distribution rules

In today's episode, Amy and Jon delve into these common misconceptions that can often lead to expensive mistakes.

Thimbleberry Financial Website

Email Thimbleberry Financial

• Call Thimbleberry Financial at 503-610-6510

To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.