Legacy Retirement 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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Greg is an investment adviser representative of Legacy Advisory Network, LLC, a registered investment advisor with the state of Ohio. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. Legacy Advisory Network, LLC and this television station are not affiliated. the investment ideas and financial vehicles discuss here should not be considered to be personalized investment advice, nor are these recommendations to buy or sell any particular investment or product. The information should not be considered tax or legal advice. Individuals should first consult with the competent tax, legal, accounting and other professionals regarding the applicability and suitability of any investment ideas. Past performance is not a guarantee or future results. Investments will fluctuate, and when redeemed may be worth ore or less than when originally invested. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company.