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
Do you know how to:
Determine your actual costs in retirement?
Control and minimize debt?
Build your assets?
Save enough money before you retire?
Have the income you need after you retire?
Get the answers you need in our free guide, Five Ways to Stay Confident in Retirement.