A Consumer’s Guide to Partial Roth Conversions

Client Centered
  • Are you over 55?
  • Have you accumulated more than $750,000 in a 401(k), IRA, 403(b), or 457? 
  • Would you like to learn how you can reduce your taxes?
  • Have you been considering converting traditional IRAs or pre-tax 401(k) funds to Roth IRAs?

This may be the perfect year to pull the trigger. Although Roth conversions generate immediate taxation, federal tax rates are historically low and may not stay that way for long. Also, your other 2020 taxable income may be lower than usual because of possible work reduction due to COVID-19.

Complete the form below to receive a download of our free whitepaper “A Consumer’s Guide to Partial Roth Conversions” to learn more!