Convert traditional retirement accounts to Roth IRAs strategically to minimize lifetime taxes and create tax-free income in retirement.
Schedule a free consultation with Mike Goodin to discuss your retirement goals.
Discover how this service protects and grows your financial future
Roth IRAs grow tax-free, and qualified withdrawals in retirement are completely tax-free.
Roth IRAs have no Required Minimum Distributions, giving you more control over your withdrawals.
Beneficiaries can inherit Roth IRAs tax-free, making them excellent wealth transfer vehicles.
Convert while tax rates are favorable to avoid potentially higher rates in the future.
Roth withdrawals don't count toward the income thresholds that make Social Security taxable.
Lower taxable income can reduce IRMAA surcharges on Medicare Part B and D premiums.
A proven process tailored to your unique situation
We analyze your current and projected future tax brackets to identify optimal conversion opportunities.
Develop a phased conversion plan that spreads the tax liability over multiple years for maximum efficiency.
Calculate the exact tax cost of conversions and determine whether paying taxes now saves money long-term.
Execute conversions at the optimal times and monitor your plan to make adjustments as tax laws and your situation change.
Mike Goodin brings decades of experience and is licensed across multiple states to serve your needs with personalized strategies.
Roth conversions can save you thousands in taxes over your lifetime, but timing and strategy are critical. Schedule a consultation with Mike Goodin to determine if Roth conversions are right for you.
Schedule Your Free ConsultationCA. LIC. 0F18934 | WA. LIC. 1078261 | TX. LIC. 2357269 | AZ. LIC. 8787626 | CO. LIC. 8787626 | NV. LIC. 3387322