Roth Conversions – Does it “cost” you an opportunity?


Have you heard about the opportunity cost argument against Roth conversions? Some believe there is a lost opportunity cost by doing a Roth conversion because they argue that the funds used to pay the conversion tax could have been otherwise invested and that the investment return opportunity is lost.

Well, we’re here to dispel this argument – it’s false because there is no opportunity cost in terms of lost investment gains if the tax rates are the same both at conversion and later at distribution. Still don’t believe us? Check out this quick video from our friend, Ed Slott, and then grab his white paper below!

Leave a Comment

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 517.435.4040