Covert Roth: A Roth IRA Conversion
Roth IRAs are a unique and powerful way to save for retirement. You pay taxes up front, before your contributing to a Roth IRA. After that, the growth and withdrawals are tax free. Tax-free income in retirement can offer significant savings to you.
The problem is that people who earn over a certain amount aren’t allowed to open Roth IRAs under the typical rules.
If you make too much to open a regular Roth IRA, you might want to consider the alternative: A Covert Roth
Key Features of a Covert Roth
No Income Limits
A Covert Roth allows you to get around income limits of a typical Roth IRA.
No Contribution Limits
A Covert Roth has no limits on the amount of the conversion from the traditional IRA.
Potential Tax Savings
Save by paying lower taxes now than you expect they will be in the future.
Covert Roth advice is by Trajan Wealth, a Registered Investment Advisor (RIA). We are dedicated to helping investors make sense of their current and future financial lives. We also have a fiduciary duty to put your best interests first. Visit one of our three Valley locations or online at www.trajanwealth.com.
Get the facts
Start with a simple conversation to learn more about Roth IRA conversions.