Converting to a Roth?

Are you thinking about converting a traditional IRA or 401(k)-type plan to a Roth IRA? There are tax benefits for Roth conversions and I can help you decide whether a Roth conversion is right for you.

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

Your retirement puzzle

These days, it’s not unusual for retirement to last 20-30 years – or even longer. That means you’ll need to create a secure income for yourself that will be there for you as long as you’ll need it. I’d like to share a short video with you that I think you’ll find interesting. It describes a solution that can help you ensure your income will last for as long as you need it. Visit riversource.com/puzzle to view “How do you solve your retirement puzzle?” After you’ve watched the video, contact me and we’ll talk about how this income solution might fit into your retirement plans.

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