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To answer the question of Roth vs. Traditional IRA, they chose to “bite the tax bullet” now and enjoy tax-free withdrawals. It's the same for retirees who converted a traditional account to a Roth. (Their heirs will also inherit the tax-free accounts.) Let's take a look at the Roth vs. Traditional IRA.
Be careful before diving headfirst into a Roth conversion. Evaluate your income for the year and determine how much wiggle room you have before potentially pushing into the next tax bracket. Remember that Roth conversions can impact financial aid, IRMAA surcharges and other items based on income.
Phone: 336.448.1086
FAX: 336.448.1087
Main Office:
755 Highland Oaks Drive, Suite 101
Winston-Salem, NC 27103
Satellite Office:
603 Dolley Madison Road, Suite 212
Greensboro, NC 27410
Securities offered through World Equity Group, Inc., member FINRA / SIPC, a Registered Investment Adviser. Investment Advisory Services offered through Retirement Wealth Advisors, LLC, an SEC Registered Investment Advisor. Maestro Wealth Advisors, LLC, Maestro Insurance Services, Inc., and Retirement Wealth Advisors, LLC are separate entities and are not owned or controlled by World Equity Group, Inc.
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