Did you know that beginning on January 1, 2010, for the first time, higher income taxpayers can convert from a traditional to a Roth IRA? To help you make an informed decision, I’m delighted to send the first of three short videos from John Hancock Funds:
Video #1: Low-Cost Conversion Opportunity
Understand how the current market may provide a low-cost Roth conversion opportunity which may save you taxes in retirement.
I look forward to discussing Roth IRA conversion opportunities with you and helping you determine if a Roth conversion is right for you.
After you watch the video please contact me with any questions.