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Rapid Fire Question: Should you complete a ROTH CONVERSION?

By Jeffrey Goyette, Jr. | February 18, 2022

There are a number of reasons why someone would consider a Roth conversion. One of the main reasons is management of future taxes. Check out Jeff's video to learn about the HOW, WHEN, and WHY of Roth Conversions.

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5010 Ritter Road | Suite 112

Mechanicsburg | PA 17055
Phone: 717.214.1925
Maps and Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice_

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Please note that all archived content is for informational purposes only. Investment decisions should not be based on the content provided herein. For the most up-to- date statistical information and analysis, please contact your financial professional.

Raymond James is not affiliation and does not endorse the above-mentioned organizations. The running stock ticker is not a recommendation to buy or sell stocks of the companies pictured.

JMG Wealth Management Group, Inc.

840 William Hilton Parkway | Suite C

Hilton Head Island | SC 29928
Phone: 717.214.1925
Maps and Directions

JMG Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.

https://www.raymondjames.com/legal-disclosures

JMG Wealth Management Group, Inc.

5010 Ritter Road | Suite 112

Mechanicsburg | PA 17055
Phone: 717.214.1925
Maps and Directions

840 William Hilton Parkway | Suite C

Hilton Head Island | SC 29928
Phone: 717.214.1925
Maps and Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Please note that all archived content is for informational purposes only. Investment decisions should not be based on the content provided herein. For the most up-to- date statistical information and analysis, please contact your financial professional.

Raymond James is not affiliation and does not endorse the above-mentioned organizations. The running stock ticker is not a recommendation to buy or sell stocks of the companies pictured.

JMG Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.

https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice_

https://www.raymondjames.com/legal-disclosures

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