You’ve probably heard by now that a Roth IRA conversion is the process of moving IRA or employer plan assets to a Roth IRA. But what do you need to be aware of before you decide if this might be an option for you? Tune in to this 4-minute clip as Dan Vredeveld, CFP, Senior Financial Advisor, walks you through important points you should consider.

No time to watch? You can read the “closed captions” here.

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