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Maximizing Tax Savings With Roth Conversions
Manage episode 412802774 series 3561331
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401(k)s and IRAs are popular retirement savings tools. But it's important to understand their rules and implications, such as how required minimum distributions (RMDs) play a factor into your overall retirement plan.
In this episode, Frank and Frankie discuss how Roth conversions can be a beneficial strategy to minimize taxes in retirement, and how proactive tax planning may result in savings over a retiree's lifetime.
Connect with the team at A Better Way Financial to see if a Roth conversion is right for you!
CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.
Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”
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