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 70 ½ that could push you into higher tax brackets. Roth IRAs can be your best defense against unexpected retirement income taxes. This complimentary class teaches you how performing a Roth Conversion could get you around Roth IRA funding limitations, potentially saving you thousands in retirement income taxes, and giving you more freedom to allocate your retirement income.
In this on-demand video class, you will learn how to:
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 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.