Top 4 reasons to do a Roth Conversion NOW

In April 2020 Peak Trust Company conducted a nationwide survey of advisors, CPAs, and estate planning attorneys. Survey revealed key client concerns that a ROTH conversion can address

More than 50% clients have expressed concern about the loss of the stretch option, 72% of those clients say their top concerns are the tax consequences of distributions to self or beneficiary, followed by protecting their heirs in a blended family scenario, creditor protection, and spendthrift beneficiaries, 71% of clients are now considering a ROTH IRA conversion