We help our clients avoid huge tax bills in retirement
And it only takes 30 minutes to find out how much you could save.
Many retirees want protection from the impact of taxes on their retirement accounts. Here's why:
They understand that their hard-earned savings is typically in a 401(k) or traditional IRA, which are subject to taxes.
Government regulators are likely to raise tax rates even higher in the future, which makes many retirees to want to act now.
Because of this, financial advisors typically recommend a Roth conversion, where you pay taxes now instead of later.
But Roth conversions often force retirees to pay huge immediate tax bills - often cutting out a major chunk of their retirement dollars.
What if there was a better way?
Introducing the Smart Roth Alternative - a new solution to retirement planning that's been an absolute home run for many retirees. Not many retirees know about this powerful strategy. It's never been easier to see if it will work for you.
A Roth conversion can cost retirees huge tax bills.
My job is to make sure you have the right strategy in place so you don't overpay.
I'm Terry Dennis, a financial advisor for nearly 30 years. My firm specializes in building tax-smart plans for our clients to help them minimize the impact of taxes as much as possible.
Our Smart Roth Alternative allows you to:
Pay as little as $0 out of pocket for income taxes.
Maintain interest-earning power on conversion taxes you would've paid on a Roth conversion.
The opportunity to earn even more interest and generate supplemental income - potentially tax-free
Find out how much you could potentially save with a complimentary analysis from our team.
It takes 30 minutes to determine if this solution is right for you. No catch or commitment required.
