Roth IRA

Time to Consider a Roth Conversion?

September 11, 2019
The 2019 IRS deadline for Roth conversions is December 31, 2019.

While it may seem like a long way until the end of the year, a Roth conversion has the potential to be a complex undertaking – especially if you are considering converting alternative assets such as real estate.

As with any significant financial or investment decision, it is considered prudent to allow yourself ample time to consult with appropriate professionals and prepare the necessary documentation.

If you determine a Roth conversion is appropriate for you, please contact Equity Trust Company at 888-382-4727 or visit myEQUITY.com for assistance on the necessary forms and process steps to complete your request.


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