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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This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein. Past performance does not guarantee future results.

Past performance is no guarantee of future results.