Gary’s latest monthly column in The News Tribune was published Nov. 6.
Roth conversion makes sense if you meet right criteria
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This is an exceptional opportunity to potentially save thousands of tax dollars and increase the after-tax amount you are able to withdraw from retirement plans. It is especially beneficial if you expect to pass assets along to your children, stretching the benefit of tax-free growth over more decades.
If you would like a review of your situation to see if this opportunity makes sense for you, call 253.534.8888. We’d be happy to find a convenient time to understand your goals and how Roth conversion may support them.
