Discover how you may be able to protect your retirement savings from required minimum distributions and future tax increases.
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Tax rates remain relatively low, but policymakers continue to explore changes that could limit this lesser-known Roth strategy. The next few years may be a meaningful window to safeguard your retirement savings.
A four-step approach designed to convert highly-taxed retirement assets into tax-free growth while managing the cost of the conversion itself.
The strategy moves funds from a traditional retirement account into a Roth-style account.
Unlike a standard conversion, qualified participants may be eligible to offset a significant portion of the tax cost.
Funds grow tax-free; qualified withdrawals are tax-free when structured properly under current IRS guidelines.
You gain more control over the timing of retirement income and the tax rates you pay on it.
There are two things to know before you start.
This strategy is generally more suitable for individuals with at least $250K in retirement savings.
It's not something you can typically set up on your own. It requires working with a qualified financial professional to structure and implement properly.
