A Roth Conversion strategy could save you thousands on retirement income taxes.

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Do you have a plan for how you’ll be taxed in retirement?

Taxes can be your single greatest retirement expense, according to FINRA. That’s because your 401(k) and IRAs have a hidden feature - forced distributions starting at age 72 that could push you into higher tax brackets. This complimentary class shows you how a Roth Conversion strategy could protect you from a large tax bill.

In this on-demand video class, you will learn how to:

  • Secure tax-free income in retirement
  • Utilize today’s low tax brackets to save thousands of tax dollars in retirement
  • Understand the difference between a Traditional IRA and a Roth IRA, and why that’s important
  • Fund a Roth IRA - even if you didn’t think you could have one
  • Leave generational wealth to your children - tax-free

About The Video Class

Some of the most common retirement questions involve Social Security and Medicare. Yet one of the most important questions you should ask is “How will I be taxed in retirement?”

This 15-minute class shows you how a Roth Conversion strategy can make your money last longer in retirement.

In this class, Great Waters Financial Lead Advisor Nick Foulks guides you through what you need to know about Roth IRAs and Roth Conversions with action steps you can take today to avoid unnecessary taxes in your retirement

 
We believe everyone should have access to such important information. That’s why we’ve offered this class at no cost. Sign up now for access to this class.
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About Great Waters Financial

We are a group of financial professionals who want to inspire others to live great lives. We believe that retirement isn't the end of the road, but a great, new beginning. One filled with new aspirations. We want to help you realize those dreams.

Founded in 2012, our philosophy bridges the gap between technical experience and showing our clients how each piece supports the future they are building. We have deep experience in investments, portfolio management, benefits, and Social Security to help you build the future you want in retirement.

© 2019 Great Waters Financial
Investment advisory services offered through AdvisorNet Wealth Management (AWM). Great Waters Financial and AWM are not affiliated. Insurance products provided by Great Waters Financial, a Minnesota insurance agency.