3 BIG ROTH CONVERSION MISTAKES MOST PEOPLE MAKE | Are you thinking about doing a Roth conversion – where you convert your pre-tax 401k into a Roth? Before you take the leap, here are the 3 big mistakes people often make—and how you can avoid them.

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Hi, I’m Alvin Carlos, a fee-only financial advisor in Washington, D.C, and the founder of District Capital Management. I am deeply committed to helping professionals in their 30s and 40s retire by 55, through holistic financial planning and research-driven investing. Since 2013, I’ve empowered over 400 clients to take control of their financial futures, making personal finance approachable and less intimidating.

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This content is for educational and entertainment purposes only. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.

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