Roth IRA – Tax Diversification In Retirement
Having options is the key to making the right decision at the right time.
Creating “Roth assets” today, by conversion or yearly contributions, will provide you options in retirement.
In retirement you will be able to manage your taxable income yearly by your options of receiving taxable or non-taxable income from retirement assets.
Keep in mind – this could mean the difference between a 15% tax rate and a 28% tax rate in retirement when extra cash will come in handy!
If you have any questions, comments or concerns about Roth IRA’s, or think I can help you in any other ways, contact me, or give me a call at (239) 384-9688.
– Mark
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This information is based on facts, assumptions and representations as stated and authorities that are subject to change. We will not update this information for subsequent legislative or administrative changes of future judicial interpretations.
LEGAL NOTICE AND DISCLAIMER: The information within this post is for informational and educational purposes only and is not tax advice and should not be used as such. The facts of each individual situation can have significantly different outcomes when applying tax law. The hiring of a CPA is an important decision not to be based solely on advertisements.
