Maximize Your Retirement Planning With Roth Conversions

We've been hearing a lot lately about Roth conversions, so we wanted to help clear up any confusion surrounding what a Roth conversion is and how it can help you with your #retirementplanning.

A Roth conversion is the act of taking funds from a traditional IRA and depositing them into a Roth IRA, which is a taxable event. Doing this can help you to reduce future tax liability in the long term by lowering the tax bracket you fall into. The trick to optimizing your retirement with a Roth conversion is striking a balance between reducing future taxes and leaving you with enough to live off of in retirement.

If you think a Roth conversion might be the right move for you, talk to your financial advisor today!

If you have any questions, call us at: 407-210-3888 - we're here to serve.

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AllGen Financial
100 W Lucerne Cir #200
Orlando, FL 32801
(407) 210-3888