RetirePath

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.

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105 Seconds

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Advisory services are offered through RetirePath Wealth, LLC, an Investment Advisor in the State of Arkansas. Insurance products and other services are offered through The RetirePath Agency, Inc. and/or RetirePath Property and Casualty, LLC, affiliated companies. All content is for informational purposes only, it is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future based performance or indication of future results. Purchases are subject to suitability, which requires a complete review of investor’s objectives, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. RetirePath Wealth, LLC, The RetirePath Agency, Inc., and RetirePath Property and Casualty, LLC are not affiliated with or endorsed by Social Security Administration or any government agency. It is important that you do not use email to request, authorize or effect the purchase or sale of any security, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed. The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Recipients should be aware that all emails exchanged with the sender are automatically archived and may be accessed at any time by duly authorized persons and may be produced to other parties, including public authorities, in compliance with applicable laws.