Our Services

Roth Conversion Strategies

This is a key tool we utilize in proactive tax planning for IRAs. It is our opinion that virtually everybody should be using this type of strategy, regardless of age, if you have accumulated substantial IRA monies.

Our proprietary strategies can assist you to protect assets in down markets and to capture large gains within your Roth in up years. We discuss a concept called a “look back tax rate” and this is the rate you would have paid without a strategic conversion strategy. Historically, the look back tax for someone typically in a combined state and federal bracket of 40% can be as low as 13% with these strategies. Contact us today to learn more!