The Roth Conversion Alternative
A Smarter Way to Generate Tax-Free Income
Avoid paying thousands in upfront taxes and explore a strategy that could help you keep more of your money.
The Roth Conversion Alternative
A Smarter Way to Generate
Tax-Free Income
Avoid paying thousands in upfront taxes and explore a strategy that could help you keep more of your money.
Many people convert their retirement savings to a Roth IRA to reduce taxes in retirement.
However, a Roth conversion may not always be the best choice.
Goals
✅ Eliminate RMDs from a portion of qualified plan assets
✅ Reduce taxes over long term
✅Maximize tax-free retirement income
Does A Roth Conversion
Make Sense For Keith?
By converting a third of his 401(k) assets to a Roth IRA, Keith must pay $493,000 in combined federal and state income taxes. This results in an immediate reduction in the account value—now $507,000. Think about how long it would take and the level of market risk required to recover. Also consider how much interest earning power is lost.
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Planning for retirement can feel overwhelming, especially with so many strategies and products available today.
But how do you know which one is right for your personalized needs? And how can you create a steady stream of retirement income for life—while minimizing the potentially devastating impact of taxes and market downturns?
The good news is that there is a unique solution that, when properly designed, can help you address your biggest retirement concerns. This alternative strategy aims to help:
Boost your
Accumulation Potential
Safeguard hard-earned savings from downside market risk
Create a stream of
tax-free income for life
The good news is that there is a unique solution that, when properly designed, can help you address your biggest retirement concerns. This alternative strategy aims to help: