Few people realize the profound impact taxes have on your retirement plan. If not carefully planned, unexpected income taxes could eat away your savings. This class will show you why performing a Roth conversion between now and 2025 could be one of the smartest retirement moves you'll make
In this on-demand video class, you will learn how to:
According to the Financial Industry Regulatory Authority, “income taxes can be your single largest expense in retirement.” That’s because when you turn 70 ½, you’ll be required by the IRS to take distributions from your IRAs and 401k. These distributions could kick you into a higher tax bracket, costing you thousands, if not hundreds of thousands, in unexpected taxes.
In this class, Great Waters Financial Lead Advisor, Nick Foulks takes 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 retirement.
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.