Converting to a Roth?

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

Retirement discovery

Some questions about retirement are nearly universal. For example—how much can I spend and still have income that lasts for my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the SecureSource INTERACTIVE® tool. It’s a discovery tool that puts you in the driver’s seat as you explore the most important issues impacting your retirement income.

After your visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.


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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


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