Why you can't afford to miss out on a Roth IRA

With a Roth IRA, you do have to pay income tax on your plan contributions (and/or Roth Conversions), but your investment earnings will NEVER be subject to income taxes thereafter.

The only requirements are that you must be at least age 59 ½ when you begin taking withdrawals from the plan and that you have been participating in the plan for a minimum of five years.

Although money in a traditional IRA account accumulates on a tax-deferred basis, withdrawals will be subject to income tax at whatever tax rate you are in at the time – and often create a double tax by causing more of your Social Security income to be taxed! 

Fully self-directed IRA’s and 401(k)’s offer a host of benefits, including: 

  • Control over one’s financial future,
  • ​Choice over the assets one can invest in,
  • ​Diversification of one’s retirement portfolio ,
  • ​Asset Protection and real tax advantages


When one considers that, at any moment, Congress could ring in a whole new round of federal income tax increases, positioning oneself to side-step the additional liability becomes that much more compelling. By coupling the many benefits available for self-directed IRA & 401(k)’s with the valuation adjustment techniques applicable to alternative assets held in such accounts, a real opportunity exists to preserve one’s accrued wealth for posterity’s sake. 

Before the opportunity to save a significant amount of money passes you by, take action now, Not only can we identify the ideal scenario to maximize the efficiency of tax planning, we provide a complete audit trail to demonstrate the benefits available to you (based on the information you give us).

For help keeping more of your money and getting the most out of your Roth conversions, book your free call directly with us.


Learn how to maximize your wealth and minimize your income taxes

Got questions? Email us at: question@taxplanforwealth.com

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