Abundant Streams Capital Group

Roth Readiness Quiz

Retirement isn’t just about how much you’ve saved, it’s about how much you get to keep. The majority of Americans have built their nest eggs in tax-deferred accounts like IRAs and 401(k)s, without realizing just how much of that money the IRS may still lay claim to. Every dollar in a tax-deferred account is a dollar that hasn’t been taxed yet. And when you retire, the IRS will be waiting. Required Minimum Distributions (RMDs), Social Security taxation, and Medicare IRMAA surcharges can all increase your tax burden and eat away at your income just when you need it most.

Find out if a Roth conversion strategy could help you keep more of your retirement savings.

Estimated Time

105 Seconds

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  • Recommendations to consider
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Investment Advisory Services offered through Brookstone Capital Management, LLC. (BCM), a Registered Investment Advisor. ASC Financial Group and BCM are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management.