The 3 Keys to a Profitable Roth IRA Conversion

by | Dec 2, 2022 | Roth IRA | 3 comments

The 3 Keys to a Profitable Roth IRA Conversion




Know about the tax benefits of a Roth IRA? Want to learn about the possible conversions, taxes, and beneficial aspects of age and wealth opportunities? Join Adam Bergman as he lays out some important thoughts.

Interested in learning more about never paying tax?

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About IRA Financial:

IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions.

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3 Comments

  1. SRQRay

    Good job Ray Burnett CPA Sarasota Florida

  2. dennydeckerful

    I did this 7 years ago, best financial decision I ever made. I paid my taxes not on transfer, but when I filed. That way I got to roll the full amount over.

  3. Wdeemar Wdeemar

    I am definitely converting my pre tax to Roth. I don’t want to croak and leave my wife with a widow tax trap.

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