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Video: How to Decide if a Roth Conversion is Right for You

  • Writer: Mark Fonville, CFP®
    Mark Fonville, CFP®
  • Aug 20, 2021
  • 1 min read

If you are age 50 plus, you might be thinking about how to create tax free income in retirement.


Well, there are a lot of strategies to help you get there.


Finding out how to maximize your Roth IRA contributions can be a great start.





Mark Fonville, CFP®

Mark has over 18 years of experience helping individuals and families invest and plan for retirement. He is a CERTIFIED FINANCIAL PLANNER™ and President of Covenant Wealth Advisors.




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CWA was nominated for the Forbes Best-In-State Wealth Advisor 2025 ranking for Virginia in April of 2025. Forbes Best-In-State Wealth Advisor full ranking disclosure. Read more about Forbes ranking and methodology here.

 

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