Income Tax Planning
Roth Conversions
- Typical userSavers expecting higher future tax rates
- IRS scrutinyGreen
- Sponsors0
Overview
Move pre-tax retirement money to a Roth account, paying tax now for tax-free growth and withdrawals later.
IRS scrutiny
Widely used and generally accepted when the rules are followed.
Sponsors that offer this strategy
None listed yet.
Advisors who offer this strategy
- Allworth Financial Unclaimed SEC-registered investment adviser (CRD 111167) Public record
Education only; not tax, legal or investment advice. Listing here is not a recommendation.