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A tax efficient distribution strategy could save you money and make your assets last longer. A Roth Conversion involves moving part or all of the assets from your Traditional IRA or 401(k) account to a Roth IRA account. If you have substantial assets in a Traditional IRA or 401(k) account, a Roth Conversion may help you create a tax efficient withdrawal strategy and potentially increase your overall net worth.
A Barker Financial Group advisor can help you:
- Understand the tax benefits of a Roth Conversion
- Estimate your potential wealth savings
- Determine if a Roth Conversion makes sense for you
Watch the Video Below to Learn More About the Benefits of a Tax-Efficient Distribution Strategy