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Understanding Roth Accounts is Crucial

By joining our club, we’ll be sending you the most up-to-date information we can find on Roth accounts. From legislation to conversion opportunities, our goal is to educate you of your tools for retirement.


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Roth Conversion Case Studies

Three Case Studies on Roth Conversions

In this report we discuss three scenarios:

  1. Roth Conversion Case Focused on Tax Savings
  2. Roth Conversion Case Focused on Leaving a Legacy
  3. Roth Conversion Case Where the Conversion Doesn’t Make Sense in the Plan

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Roth Conversion Case Studies

How Does a Roth IRA Grow?

Join Dean and Bud as they discuss how a Roth IRA grows and what its benefits are.

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Rules for Inherited IRA Distributions

Dean and Bud break down the SECURE Act, SECURE 2.0, and why certain accounts are not so good for wealth transfer anymore.

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What Is a Backdoor Roth IRA?

What is a backdoor Roth IRA? No, it’s not a type of retirement account. It’s a tax planning strategy for high-income earners who exceed the Roth IRA contribution limits to convert a traditional IRA to a Roth IRA.

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Tax Planning Case Study

From Roth conversions and Required Minimum Distributions to Qualified Charitable Distributions and donor-advised funds, there can be a lot to address for year-end tax planning. But remember that tax planning isn’t about trying to mitigate as much tax as possible in one year. That’s tax deferral. Tax planning is geared to help you pay as little as possible in taxes over your lifetime. We’re going to break down a tax planning case study to help you understand the impact that tax planning can make.

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