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Feb 27, 2023

If you have a traditional IRA or 401(k), you could run into a HUGE tax problem.  That’s why you hear people converting those funds to an after-tax Roth IRA a little bit at a time before retirement.  Financial author Ed Slott tells the Morningstar financial website that it enables you to take control of your tax planning, but how easy is it to do this?  At what age should someone consider making the conversion? Steve explains how he can help you with this process and keep more money in YOUR pocket and LESS in Uncle Sam's! 

Call Steve today for Tax Analysis!