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The Roth Revolution

A Roth IRA conversion requires paying taxes on the portion of your IRA or 401(k) that you convert, but that money can grow income tax-free for the rest of you and your spouse’s lives. The advantage of a tax-savvy long term Roth IRA conversion is often measured in the millions. The real eye-opener is that Roth IRA conversions are great for older IRA owners, regardless of the benefits to future generations.

The Roth Revolution addresses the following topics clearly and objectively:

• Whether, how much, and when to convert

• Costs and benefits of a Roth IRA conversion

• Advice for taxpayers in each income tax bracket

• The impact of future tax increases

• Synergy of delaying (or returning) Social Security and Roth IRA conversions

• Combining charitable gifts and Roth IRA conversions

• Tax-free conversions of after-tax dollars in IRAs and retirement plans

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In January We Held Our First Ever University Faculty Retirement Planning Webinars!
We hope you were able to attend, but if you missed them you can go here to watch replays of those sessions.

New Resource Available:
Click here to get the Lange Financial Group's 2021-2022 Tax Planning Card.

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