Press Release

Is it a Good Time for a Roth IRA Conversion?

August 6, 2022
Kevin O'Regan

Senior Wealth Advisor Kevin O’Regan quoted in the Wall Street Journal

Boston based Kevin O’Regan weighs in on Bailey McCann’s recent piece on whether now is a good time to convert a traditional IRA to a Roth IRA.  He also shares how to plan for the tax penalties/benefits that come with it.

 

Read the article: https://on.wsj.com/3vS1AK0

 

Contact Kevin with your questions about Roth IRA conversions.

 

The information provided here should not be considered legal or tax advice and all investors should consult their legal and/or tax professional about the specifics of their own legal and tax situation to determine any proper course of action for them. KAR does not provide legal or tax advice and nothing herein should be construed as legal or tax advice, and information presented here may not be true or applicable for all legal and income tax situations. Tax laws can and frequently do change, and KAR does not undertake to update this should any changes occur.

 

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