A question we often hear from both clients and prospective clients is, When Does a Roth IRA Conversion make sense? We will tackle this question and provide you with some guidance to help you with this important decision.

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Compliance Disclosure: This program is for informational purposes only and should not be considered investment, tax, or legal advice. The views expressed are those of the participants and may not reflect the views of Sanchez Gaunt Capital Management. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Always consult with a qualified financial professional regarding your individual situation before making financial decisions.