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ROTH Conversions: Smart Move Or Tax Trap?

Clark Atterbury

May 26, 2026

Contact

Office: (760) 280-2880

Office: (909) 257-8357

PO Box 2249

Valley Center, CA 92082

CA Insurance Lic #s: 0B29538

clark@clarkatterbury.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6267 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Atterbury Investment Management, Inc and PlanMember Securities Corporation are independently owned and operated. CA Insurance Lic #: 0B29538 (Harvey Clark Atterbury).