Is your Roth Conversion strategy maximizing your aftertax wealth in retirement? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 5440576 or go to https://www.safeguardinvest.com/contact.'>https://www.safeguardinvest.com/contact.

Are your taxdeferred accounts outgrowing your Roth Conversion strategy? Are you finding it difficult to minimize required minimum distributions because of this?

You're falling into the Roth Conversion 'CatchUp' Trap!

This trap is oftentimes created because retirees aren't getting the most out of their conversion strategy.

There are a few reasons for this. An important one is the timing of your conversions.

Many retirees and advisors will wait until the end of the year to perform conversions. This can be problematic.

For instance, if you perform a conversion at the end of the year, your tax deferred accounts have grown for the full year! Now at the end of the year, you are converting at a premium.

Instead, this growth could have taken place within your conversion if you shift the timing of your conversion.

In this video, we will discuss some important Roth Conversion strategies you can use to avoid this catchup trap and gain control of your retirement tax situation.



Always remember, "You Don't Need More Money; You Need a Better Plan"

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