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A Consumer’s Guide to Partial Roth Conversions

Client Centered

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

  • How Roth conversions can help reduce the tax liability of your pre-tax retirement accounts, such as IRAs, 401(k)s, 403(b)s, etc.
  • How Roth conversions can help lower future taxable income, Medicare Surcharges and other phantom taxes.
  • The benefits of Partial Roth Conversions during your lifetime and the benefit to your beneficiaries.
  • How to think through the timing of Roth conversions so that you pay tax at the lowest possible rate.
  • How to do them correctly and what to avoid--the mechanics of the actual conversion process.