💰🔥 When is the best time to consider a Roth conversion?

Roth conversions are gaining momentum, with @Fidelity reporting a 41% jump in conversions in the first quarter of 2026 compared to the same period last year. 📈 But a Roth conversion isn't right for everyone, and timing can make a big difference. In this interview, @Peter with @richonplanning and @erinkennedy break down four key times when it may be worth considering a Roth conversion: ⏳ You're retired but haven't reached RMD age yet 📈 You expect taxes to be higher in the future 👨‍👩‍👧‍👦 You want to leave your children a tax-free account 📉 The market is down Peter also explains what a Roth conversion actually is, why they're becoming so popular, and the potential tax advantages of converting at the right time. To learn when or if a Roth conversion may fit into your retirement and tax strategy, call 919-300-5886 or visit www.RichonPlanning.com 💰💰💰 Financial confidence through educated planning💰💰💰 Be SMART with your money with Peter Richon at Richon Planning!!! Website - https://richonplanning.com/ Facebook - https://www.facebook.com/RichonPlanning Linkedin - https://www.linkedin.com/in/peter-richon-1632941b/ Twitter - https://twitter.com/RichOnPlanning Financial and Retirement Planning for clients across North Carolina and beyond Located in Fuquay Varina, NC at 600 Stellata Dr. Don't start next year. Don't start next week. Start your financial planning now with Peter Richon & Richon Planning. We help you understand your investment options. 📕📘📕 Peter Richon's book "Understanding Your Investment Options" 📕📘📕 Available to download for 💸 FREE 💸 right now at www.RichonPlanning.com Financial education helps you make more informed decisions with your money. Go to RichOnPlanning.com to get your free Understanding Your Investment Options now. DISCLAIMER: Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Richon Planning, LLC are independent of each other. Insurance products and services are not offered through BCM but are offered through individually licensed and appointed agents with Richon Planning, LLC. Brookstone Capital Management (BCM) and its Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to disclose any conflicts of interests and all associated fees. Please refer to the BCM firm brochure (Form ADV 2A) for additional information regarding the fiduciary standard.