Roth Conversion Case Studies

By Modern Wealth Management

December 4, 2023

We’ve sent a copy of the Roth Conversion Case Studies to the email address provided. You can also click below to download a copy.

Are you trying to figure out if a Roth conversion makes sense for you? There are several reasons why it could make sense, but there can also be some unintended consequences of Roth conversions that can negatively impact your long-term plan. We’re going to take you through three Roth conversion case studies based on the following scenarios:

  • Successful Roth Conversion Case Focused on Tax Mitigation While Living
  • Successful Roth Conversion Case Focused on Leaving a Legacy
  • Roth Conversion Case Where It Doesn’t Make Sense in the Long-term Plan

Our goal with these case studies is to help you make an educated, well-informed decision as you consider Roth conversions. 

Download the Roth Conversion Case Studies

Investment advisory services offered through Modern Wealth Management, LLC., an SEC Registered Investment Adviser.

The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

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