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Roth conversions are the talk of the town when it comes to retirement planning, and for good reason. In many cases, a Roth conversion strategy can save retirees six figures or more in taxes over their lifetime.
(Side note: If your financial advisor does not at least do an analysis to see if Roth conversions are right for you , they are doing you a disservice.)
However, there are a few situations where a Roth conversion DOES NOT make sense. If any of these apply to you, think twice before converting your pretax dollars to Roth because once it's done, there's no going back!
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*This content is educational and not tax, legal, or investment advice*