Episode #265: Potential for 3 Discounts on Strategic Roth IRA Conversions


 

Many people use the holiday season as a time to reflect on the past 12 months and asses finances. As you meet with your financial advisor and /or tax professional on year-end tax planning strategies, this is the perfect an opportunity to discuss how you could potentially reduce your future tax obligations. Roth IRA conversions are essentially a way to convert retirement accounts into a tax-free account.

In this episode of Money Script Monday, Brian reveals 3 discounts that could help you create tax-free income and growth in retirement: tax rate discount, market value discount, and tax base discount.

Resources Provided for This Episode


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Advisory Services offered through LifePro Asset Management, LLC. The information presented here is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials.

About Brian Manderscheid

Brian Manderscheid is the Vice President of Case Design at LifePro. He works with financial professionals designing advanced case illustrations that are built for longevity and are always in the best interest of the client.

Disclaimer

This information is meant for educational purposes only.



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