Three ‘rules of thumb’ for converting retirement funds into a Roth IRA

Legacy Financial

GRAND RAPIDS, Mich. (WOTV)- As you’re saving for retirement, you may need to convert your traditional retirement account into a Roth IRA, but what’s the best time?

Is it best to convert during a specific time of year? Should you connect with an advisor first or open the account? If you have any lingering questions, tune into Jennifer Feuerstein’s interview with Financial expert Michael Markey.

Michael is in-studio to explain three “rules of thumbs” to use when opening a Roth IRA.

Watch in the video player above. 

In need of additional advice and assistance? Contact the Legacy Financial Network.

855-LFNETWORK (536-3896)

 (616) 589-4004

1676 Viewpond Drive SE, Ste 2A

 Kentwood, MI 49508

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