With politicians in Washington bent on adding to the national debt without mercy, more people want to do Roth conversions. The idea of being tax free for life has quite a ring to it! As appealing as ROTH conversions sound, pain is involved so you need to be ready for it. On top of that, they don’t always make sense– according to many CPAs– especially the closer you get to age 70 and above. That said, a Roth IRA can be a powerful tax planning tool. And, while tax rates are low courtesy of the Trump administration’s The Tax Cut and Jobs Act this may be your last best chance to get serious about converting. Today, we’ll review the conversion strategy known as “filling the middle brackets”, and another known as “Back-Door Roth” strategy. Then Medicare expert Shelley Grandidge joins us for the Q & A. A fact-filled show for you today that you surely don’t want to miss…… MASTERING MONEY is on the air!!!
Mastering Money 4/23/21
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About IQ Wealth®
At IQ Wealth, we believe smarter planning is the key to a more trouble-free retirement. Our unique process, Smarter Bucketing™ helps our clients simplify and clarify their finances. Bucket planning is a common-sense system of allocating money according to its purpose. When each dollar in your portfolio has a job to do—and a timeline for getting it done—your financial plan is more clear and realistic.
Today’s crazy markets are leaving many folks wondering where and how to allocate their money. Rather than placing faith in the whims of the market, the IQ Wealth approach is clearly defined and systematic. Our fee-only approach to equity management means that when YOU do better, we do better. Your best interests always come first at IQ Wealth–no exceptions, no excuses. Learn how our systematic approach to high quality dividend growth and technology stocks alongside guaranteed fixed income solutions may contribute to your future success. It's opportunity time. Let’s get to work!
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