Your Life. Your Needs. Your Plan.

Hoping this finds you well.

When opening a retirement account, you typically have an option of choosing a traditional IRA or a Roth IRA.

There are income restrictions and a couple of other things to consider when opening these accounts. However, if you are wondering if it makes sense to convert your traditional IRA to a Roth IRA, check out this week's blog post below.

P.S. Our newly designed website is up and running. Please let us know what you think.

In good health!

Rick Fingerman, CFP® and Lyman H. Jackson, CFP®
Independent. Fee only. Fiduciaries
What is a Roth Conversion?
A Roth conversion refers to the act of converting a traditional IRA account into a Roth IRA account. 

However, there are many factors to consider first.
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Oil-Free Hasselback Potatoes
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"I always wanted to be somebody but I realize I should've been more specific"

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Financial Planning Solutions, LLC ("FPS") is a fee only Registered Investment Advisor ("RIA") located in the Commonwealth of Massachusetts. FPS provides asset management and related services for clients nationally and internationally. FPS will notice file and maintain all applicable licenses as required by the various states in which FPS conducts business, as applicable. FPS renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. 
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