Turn Your Retirement Savings Into Tax? [FREE REPORT]

roth ira conversions report

[FREE REPORT] Turn Your Retirement Savings Into Tax-Free Income

Is a Roth IRA right for you?

Now may be an appropriate time to convert retirement assets to a Roth IRA. Download our FREE report to discover how you could transform your taxable savings into tax-free income.*

*Qualified withdrawals from a Roth IRA are tax free. Qualified withdrawals are those that take place after (1) a five-year holding period and (2) the account owner reaches age 59½, dies, or becomes disabled.

Why You Need This FREE REPORT

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Knowledge

Understand the background, changes, and benefits to using a Roth IRA.

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Confidence

Feel confident in exploring Roth IRA conversions as an educated consumer.

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Guidance

Know you have the latest information on Roth IRA conversions in this changing tax landscape.

What is 19.7%?

24.9 million U.S. households (about 19.7%) owned Roth IRAs in 2017. Source: 2018 Investment Company Fact Book

What You'll Learn

In this comprehensive report, we cover:

  • Roth IRA basics, including whether your income qualifies you for an annual contribution
  • A way to potentially make a Roth IRA contribution even if your income disqualifies you
  • How to convert your traditional IRA to a Roth IRA
  • The immediate tax impact of a conversion -- and how to calculate what you owe
  • Ways to help minimize taxes during conversion
  • Why you should talk to a financial professional before taking action
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Claim Your FREE REPORT!

2019’s lower tax rates may make now a good time to convert your traditional IRA to a Roth IRA.
Download your free report and learn more today!

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Sponsored By

david schlossberg

David Schlossberg, EA, RFC®, AIF®, NSSA™

Senior Partner

David is a REGISTERED FINANCIAL CONSULTANT™ professional (RFC™), Certified Estate Planner, Certified 401(k) Professional™ (C[k]P™), a member of the Society of Senior Advisors, and a registered Charitable Emissary for the National Community Foundation. He was also conferred the Accredited Investment Fiduciary™ (AIF™) designation by Fi360, and The Center for Fiduciary Studies. The RFC designation is awarded to financial advisors who meet high standards of education, experience, and integrity.