Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.
A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is
to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The
information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular
circumstances. Please review your retirement savings, tax, and estate/legacy planning strategies with your legal/tax advisor
to be sure a Roth IRA conversion fits into your planning strategies.
