Learn how this couple was able to save over $28 million in life time taxes by doing a Comprehensive Roth IRA Conversion.

1. $5 million net worth
2. Husband age 71 ($1m IRA) Wife age 60 ($2 million IRA)
3. If they continue doing what they’re doing (taking Required Minimum Distributions from their IRA accounts and re-investing the difference) then their lifetime tax liability is $28 million!
4. Projected ending net worth of $153 million at wife’s death (age 100)
5. Traditional 5-yr Roth conversion techniques = $1.7 million life time taxes and a ending net worth of $177 mlllion.
6. COMPREHENSIVE ROTH IRA Conversion planning = $398k lifetime taxes and an ending net worth of $217 million.

How did this couple save over $28 million in taxes and increase their ending net worth by over $63 million? COMPREHENSIVE INTEGRATED ROTH IRA CONVERSION PLANNING.

Want to learn more? Contact an Anthony Capital Advisor today–Click the link below to set up a virtual online meeting!

Thanks!

Dave Anthony, CFP®, RMA®
www.AnthonyCap.com
www.TheRetirementIncomeShow.com
303-734-7178 Direct

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DISCLAIMER:
This video is for educational purposes only. The assumption used is that the client continues with their 100% Large Cap Growth allocation which is unrealistic throughout retirement. The purpose is to illustrate the dramatic tax benefits and net worth benefits that can be achieved by comprehensive Roth Conversions. The tax deduction strategies and techniques that are discussed in this video may not be available in future years as tax laws can and do change. If you are interested, you are encouraged to reach out to an Anthony Capital advisor for additional information. This is a real client case study, but the names have been changed….(read more)

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