Atlanta First Guarantee – Copyright 2024 – All Rights Reserved
A ROTH Conversion is transferring assets from a taxable retirement account into an untaxable retirement account. The most typical accounts include a 401k, 403b, SEP IRA, and Traditional Brokerage accounts.
For a ROTH conversion, we set up a separate, untaxable account, which grants a bonus upon opening. This bonus covers any taxes paid during withdrawals from the original retirement accounts. This untaxable account is called a ROTH. This still works if you already have a ROTH IRA in your name.
This simple strategy can increase your retirement income by up to 40%, depending on how much income you expect in retirement.
ROTH Conversion strategies are offered by an array of financial advisors.
Our ROTH Conversion Model is very similar to a typical ROTH Conversion; however, we add an additional account. This additional account can increase your expected return by an average of 33% (based on historical stock market data from the past 100 years).
This splits the conversion into 2 parts, with one account focused on principally insured growth and the other account focused on maximizing income. Our Model ROTH Conversion strategy may be able to help you achieve your retirement goals early or surpass your expected retirement income.
Our ROTH Conversion Model is an in-house model we perfected for our clients, inspired by EF Hutton’s principle.
Atlanta First Guarantee – Copyright 2024 – All Rights Reserved
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