Roth Conversions: A Perfect Storm of Opportunity?

Concerned about tax rates rising in the future and their impact on your retirement savings? You’re not alone. Now may be the “perfect storm of opportunity” to consider a Roth Conversion (among other tax strategies)

Among the benefits are:

? Tax free withdrawals

? No RMDs

? Leave more to your heirs

? Take advantage of low tax rates now

? 20% pass through deduction for small biz owners

? And more


You have many tax-deferred options to take advantage of while saving for retirement. But when it comes time to withdraw, the tax-free options are very few. One option is to open a Roth IRA, but they have low contribution limits. Another potentially more efficient and effective strategy is a Roth Conversion.

Find out all the pros and cons of Roth Conversions and if YOU could benefit by doing one now in our new Tax Smart Solutions Brief.

If you’d like to schedule a 15-minute call with us to find out how to be more efficient with your taxes in retirement (or any other tax need), schedule a chat here.


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Roth conversions

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