See if you are eligible to convert your IRA to a Roth:
Without coming out of pocket
Without lowering your account balance
Without raising your income tax bracket
Without causing the surviving spouse to face the widow’s or widower’s penalty
Without causing your heirs to pay tax on an inherited IRA
Implement multi-year conversion plans that spread tax liability, avoid tax bracket jumps, and preserve account balances while moving assets to tax-free growth.
Structure conversions so taxes aren’t paid out of pocket, as well as coordinate with deductions, credits, and other income sources to minimize net tax cost.
Align Roth conversions with withdrawal sequencing, RMD strategies, and beneficiary design to maximize after tax retirement income and simplify inheritance for beneficiaries.
Mark began his financial services career in 2001 with a national broker-dealer earning his securities license Series 7, 6, 63 and 65, as well as his insurance license. He quickly moved into comprehensive financial planning and earned the CERTIFIED FINANCIAL PLANNER (CFP™) designation.
Mark started and owned his own Registered Investment Advisory (RIA) firm, then moved into Wealth Management with Capital Advisory Group where Mark served clients, managed portfolios and oversaw operations. After a hiatus from the financial sector, Mark returned to financial services seeing a significant need for preservation and distribution solutions for retirees and those approaching retirement.
Uncover Your Potential Retirement Tax Bill in 3 Easy Steps
Get a no-cost report of your potential liability.