Are you prepared for taxes in retirement?
Traditional retirement accounts might look great now, but required withdrawals and rising tax rates could eat into your savings. That’s where Roth conversions come in!
By strategically converting your traditional IRA or 401(k) into a Roth IRA, you can:
✅ Pay taxes now at today’s rates and enjoy tax-free withdrawals in retirement
✅ Reduce RMDs (Required Minimum Distributions) to keep your money growing for longer
✅ Leave a tax-free legacy for your loved ones
Whether you’re nearing retirement or already there, a Roth conversion can be a game-changer—if done right. Learn more about this strategy below in our free video!
Are Roth IRA conversions right for you?
Tap into the expertise of one of our wealth management professionals and receive personalized guidance on your retirement accounts. Pick a date and time that works best for you below!
About Mainsail Financial Group
At Mainsail Financial Group, we believe in goal-based planning. We know that proper planning is an ongoing process and that as the winds of life shift, a proactive approach is needed to maintain the correct heading. We take pride in building long-lasting relationships as financial stewards and trusted fiduciary advisors for you, your family, and your legacy.
We focus on providing retirement-age individuals and families a plan for long-term security and a comfortable lifestyle, addressing tax-efficient strategies and legacy planning. As fee-only advisors, we are compensated solely through an annual fee that we agree on from the onset. This provides for our comprehensive planning and ongoing relationship as guardians of your wealth. We believe in transparent pricing; no surprises or underlying incentives for products or solutions that may not be in your best interest.
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Advisory services offered through Mainsail Financial Group, LLC, a Registered Investment Adviser. For informational purposes only, not intended as tax advice. Please consult a tax professional when appropriate.