Episode #353: Maximize Tax Efficiency with Roth Conversions and Annuities


 

Retirement planning is full of options, but keeping taxes low is a common goal for many. If you anticipate belonging to a higher tax bracket later in life, you must know the significant cut taxes can take out of your growing retirement income.

Retirement strategies are evolving, and shifting funds from a traditional IRA to a Roth IRA could be valuable for those looking to achieve tax-free growth and withdrawals later in life. When combined with a fixed index annuity, you can amplify tax benefits, safeguard your income from market risk, and ensure your beneficiaries receive reliable and tax-free income and benefits.

In this episode of Money Script Monday, Sean shares his insights on blending Roth conversions with annuities to maximize tax efficiency and protect your legacy.

Resources Provided for This Episode


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About Sean Brady

Sean Brady is an Advanced Case Designer at LifePro. He works with financial professionals designing advanced case illustrations that are built for longevity and are always in the best interest of the client.