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Cracking the Code: How to Optimize Tax-Free Conversions
Advisors who help their clients mitigate tax and legislative risk in retirement naturally spend a lot of time helping clients convert qualified funds into tax-free vehicles.
If you’re one of those advisors or want to become one, you’ll undoubtedly start to hear the question, “How much of my IRA should I convert this year?” Or perhaps, “How much of my IRA should I convert over the next few years?”
To truly mitigate the risk of rising taxes, it’s not enough to simply optimize the kinds of retirement vehicles your client is using. You also have to optimize the way they convert funds into those vehicles.
However, the answers to these questions can vary wildly depending on multiple variables.
Let’s dive deep into the question - and how you can help answer it for your clients.