If you asked this question, you’re really wondering if a Roth IRA Conversion will save you more in taxes?
Mechanically, this strategy involves converting savings from pretax retirement accounts, such as 401ks and Traditional IRAs, to a tax-free Roth IRA. While this strategy can help you save tax, it involves analyzing multiple pieces and timelines of your financial picture. To make the best decision requires an in-depth evaluation of your specific situation.
Primary items to consider:
- Current and Future Tax Bracket
- Expected Income Sources
- Types and Amounts in Different Investment Accounts
- Time left until withdrawals needed
- Comfort Level with Investment Risk
Date and Time
Wed, Jun 17, 2020
4:00p - 5:00p CST
Pines Wealth Management
Click on the registration link below to register for our Educational Webinar.