At Age 73 the IRS Forces Withdrawals From Your IRA
Even If You Don’t Need the Money
Reduce the tax impact of future RMDs and potentially save hundreds of thousands in lifetime taxes while minimizing Medicare IRMAA and Social Security taxation.
Our Roth Conversion Blueprint uses advanced planning software to analyze your IRA, taxes, and future RMDs so you can see personalized projections of potential lifetime tax savings.
Roxie Allison
Roth IRA Conversion Specialist
Before You Convert a Single Dollar,
Make Sure You See the Smartest Roth Strategy for Your Situation
Because a Roth conversion isn’t just “pay the tax now.”
It’s a multi-year tax strategy that can either save you a fortune…
or quietly cost you one.
✓ Exactly how much to convert each year
✓ Which years Roth conversions make the most tax sense
✓ How to avoid accidentally jumping into a higher tax bracket
✓ How Roth conversions may affect Medicare premiums (IRMAA)
✓ How to reduce future Required Minimum Distributions (RMDs)
✓ Your potential lifetime tax savings
