Roth Relief

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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I am a licensed insurance agent in Arizona, Florida, Illinois, Indiana, Maryland, Michigan, Minnesota, Texas and Wisconsin! I provide Retirement Planning, Financial Estate Planning, Annuities, Life Insurance and Long term Care Insurance. I specialize in “Making Your Money Outlive You.” All the views and opinions stated in this email are exclusively of Michael S. Bauer. Any reference to other insurance companies is not in any way suggesting that they speak for me or that they have in any way endorsed me or my comments. All references to guarantees made by insurance companies are backed up by the full faith and credit of any underlying insurance company. No one reading this should decide to make a purchase of any annuity product without first reading all the sales materials and carrier illustrations.