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Tax Strategies

IRA Roth Conversions

A Roth IRA is a type of retirement plan that is generally not taxed under United States tax law as long as certain conditions are met. The Roth Individual Retirement Account (IRA) is one of a number of plans that allow a tax reduction on a limited amount of savings for retirement. The principal difference between a Roth IRA and most other tax advantaged retirement plans is that, rather than granting a tax break for money placed into the plan, the tax break is granted on the money withdrawn from the plan during retirement. We help you understand the tax implications and potential benefits with a Roth IRA conversion as part of a complete analysis of your financial plan.

Please note that Ramer Retirement Resources and their representatives do not give tax advice. You are encouraged to consult your tax advisor.

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