If you’re considering converting an #IRA to a #Roth IRA in 2022, the clock is ticking. In this video, Matthew Burklund with @choosevault and @erinkennedytv break down everything you need to know before making a decision.
Keep in mind, we are in a historically low tax rate. Paying your taxes now will allow your money to grow tax free, and any future withdrawals will not be taxed. Also, to help manage your tax liability, you may choose to convert just a portion of your assets. There is no limit to the number of conversions you can make, so you may convert smaller amounts over several years. If you’d like to get started, or if you’d like to talk through the benefits of a Roth Conversion, please call 425-256-3105 to schedule an appointment or visit ChooseVault.com.
#socialsecurity #taxplanning #wealthmanagement #rothconversion…(read more)
LEARN MORE ABOUT: IRA Accounts
INVESTING IN A GOLD IRA: Gold IRA Account
INVESTING IN A SILVER IRA: Silver IRA Account
REVEALED: Best Gold Backed IRA
Such an important conversation! And it's nice to know you can do a conversion any time of year!