Do you understand the tax impact of a Roth Conversion?
Without running some calculations, you just won’t know how it will work…
You Could Lose Big Money on Your Taxes...
If you don’t do your Roth Conversion in the most tax efficient way, you can end up paying a lot more in taxes. And if you pay more in taxes, you have less money in your account for future growth.
It only makes sense to run some numbers and see where you are and how adjusting your plan affects your taxes.
Testimonials
“I thought that converting my entire IRA all at once was a good idea, but after running some numbers I realized that I need to convert it over several years to save on my taxes.”
William Bridges
“Man was my advisor giving me bad advice! After running some numbers on PartialRoth.com I figured out a better way to do it. Without this I would have made a big mistake...”
Tim Turner
“I really didn't understand what a Roth Conversion was until I could see for myself how it all would play out.
Thanks!”
Thanks!”
Richard Frederick