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A Roth Gotcha

Welcome to another installment of our Tax Alpha Video Series. This time around we’re focusing on one particular “gotcha” that can wreak havoc with a Roth IRA conversion...

After watching this short video you will see how Roth IRA conversions can impact your taxes. Thus, having a tax and financial advisor * with a background and experience in taxes can help guide you in the right direction. You may also be faced with deciding between on a 401 k or a Roth 401k at your current job ( 410k calculator ). The IRA maximum contribution can change each year. 

Roth IRA Calculator to explain some of your options. 

Retirement Savings Calculator

*Investment and Financial Planning Services are offered by Tim Williams through his affiliation with HD Vest.